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
$19.9B
AUM Growth
+$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$94M
3
+$85.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$80.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$77.1M

Top Sells

1
+$119M
2
+$99.9M
3
+$37.2M
4
CRL icon
Charles River Laboratories
CRL
+$30.4M
5
AA icon
Alcoa
AA
+$9.47M

Sector Composition

1 Technology 6.57%
2 Communication Services 4.27%
3 Consumer Discretionary 4.11%
4 Consumer Staples 3.87%
5 Financials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$344K ﹤0.01%
4,888
+908
377
$342K ﹤0.01%
1,308
+13
378
$340K ﹤0.01%
4,149
-84
379
$336K ﹤0.01%
3,054
+549
380
$336K ﹤0.01%
5,234
-159
381
$335K ﹤0.01%
1,141
+1
382
$334K ﹤0.01%
5,530
+652
383
$333K ﹤0.01%
2,608
+104
384
$333K ﹤0.01%
10,240
385
$328K ﹤0.01%
9,395
386
$328K ﹤0.01%
2,186
+254
387
$323K ﹤0.01%
9,851
+195
388
$323K ﹤0.01%
14,929
+591
389
$322K ﹤0.01%
3,184
390
$320K ﹤0.01%
1,353
+53
391
$317K ﹤0.01%
4,986
+2
392
$314K ﹤0.01%
2,667
-641
393
$314K ﹤0.01%
+3,975
394
$312K ﹤0.01%
10,505
+2,172
395
$311K ﹤0.01%
481
+26
396
$310K ﹤0.01%
498
+56
397
$310K ﹤0.01%
1,587
-15
398
$309K ﹤0.01%
5,348
+468
399
$308K ﹤0.01%
6,095
400
$307K ﹤0.01%
+969
14 15
16
17 18