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
401
$306K ﹤0.01%
5,142
+48
402
$305K ﹤0.01%
4,269
-486
403
$304K ﹤0.01%
3,749
-114,908
404
$304K ﹤0.01%
1,288
+451
405
$304K ﹤0.01%
9,341
-1,126
406
$303K ﹤0.01%
11,064
+293
407
$294K ﹤0.01%
4,138
-934
408
$294K ﹤0.01%
8,263
+4,067
409
$294K ﹤0.01%
2,030
-747
410
$293K ﹤0.01%
3,427
-1,533
411
$292K ﹤0.01%
+1,852
412
$290K ﹤0.01%
399
+2
413
$289K ﹤0.01%
+2,151
414
$288K ﹤0.01%
+1,831
415
$286K ﹤0.01%
7,825
-370
416
$285K ﹤0.01%
405
417
$284K ﹤0.01%
2,452
+53
418
$283K ﹤0.01%
5,564
+1,640
419
$282K ﹤0.01%
1,462
-5
420
$279K ﹤0.01%
1,436
-29
421
$273K ﹤0.01%
325
+36
422
$272K ﹤0.01%
3,877
-109
423
$269K ﹤0.01%
12,412
+2,333
424
$267K ﹤0.01%
556
+119
425
$266K ﹤0.01%
14,769
-5,031
15 16
17
18 19