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
401
$202K ﹤0.01%
+3,163
402
$189K ﹤0.01%
+20,169
403
$183K ﹤0.01%
3,417
-66
404
$181K ﹤0.01%
12,287
-588
405
$172K ﹤0.01%
10,894
-2,610
406
$168K ﹤0.01%
5,400
+1,234
407
$168K ﹤0.01%
13,932
+321
408
$154K ﹤0.01%
16,481
+3,182
409
$109K ﹤0.01%
16,379
+6,318
410
$93K ﹤0.01%
+8,685
411
$39K ﹤0.01%
2,571
412
$39K ﹤0.01%
800
413
$22K ﹤0.01%
23,943
+3,357
414
$21K ﹤0.01%
260
415
$20K ﹤0.01%
10,530
416
$16K ﹤0.01%
+12,066
417
$8K ﹤0.01%
+133
418
$4K ﹤0.01%
+15,000
419
– –
-3,010
420
– –
-1,136
421
– –
-3,852
422
– –
-9,395
423
– –
-104
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