PCA

Personal Capital Advisors Portfolio holdings

AUM $20.6B
1-Year Est. Return 13.65%
This Quarter Est. Return
1 Year Est. Return
-13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$40.9M
3
+$40.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$30.7M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.9M

Top Sells

1
+$135M
2
+$61.2M
3
+$21.9M
4
UPS icon
United Parcel Service
UPS
+$17.4M
5
AAPL icon
Apple
AAPL
+$10.2M

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 4.27%
3 Communication Services 4.06%
4 Materials 3.87%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$233K ﹤0.01%
1,486
-2
377
$228K ﹤0.01%
+1,059
378
$225K ﹤0.01%
3,919
+437
379
$225K ﹤0.01%
3,193
+63
380
$224K ﹤0.01%
+9,585
381
$222K ﹤0.01%
+1,974
382
$221K ﹤0.01%
3,555
-10
383
$220K ﹤0.01%
+4,059
384
$220K ﹤0.01%
3,725
385
$219K ﹤0.01%
1,832
+1
386
$218K ﹤0.01%
+3,615
387
$216K ﹤0.01%
+3,287
388
$215K ﹤0.01%
+2,588
389
$213K ﹤0.01%
+11,203
390
$213K ﹤0.01%
+4,212
391
$210K ﹤0.01%
3,129
-5,437
392
$209K ﹤0.01%
+721
393
$208K ﹤0.01%
3,184
-936,162
394
$208K ﹤0.01%
+3,948
395
$208K ﹤0.01%
+6,387
396
$207K ﹤0.01%
2,463
-896
397
$206K ﹤0.01%
+3,341
398
$204K ﹤0.01%
1,779
-143
399
$202K ﹤0.01%
5,885
-65,920
400
$202K ﹤0.01%
+1,090
13 14 15
16
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