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
$15.7B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$63M
2
+$42.5M
3
+$42.5M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$38.2M
5
APD icon
Air Products & Chemicals
APD
+$36.7M

Top Sells

1
+$21.4M
2
+$17M
3
+$16.4M
4
CMCSA icon
Comcast
CMCSA
+$16.4M
5
ADM icon
Archer Daniels Midland
ADM
+$16.3M

Sector Composition

1 Technology 6.21%
2 Materials 4.41%
3 Consumer Discretionary 4.27%
4 Communication Services 4.03%
5 Consumer Staples 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$229K ﹤0.01%
+2,860
427
$228K ﹤0.01%
2,426
+7
428
$227K ﹤0.01%
+9,223
429
$227K ﹤0.01%
3,275
+82
430
$222K ﹤0.01%
+3,580
431
$222K ﹤0.01%
+405
432
$216K ﹤0.01%
+1,961
433
$216K ﹤0.01%
+922
434
$214K ﹤0.01%
+2,223
435
$214K ﹤0.01%
+2,474
436
$214K ﹤0.01%
+4,592
437
$207K ﹤0.01%
2,348
-240
438
$207K ﹤0.01%
+4,998
439
$207K ﹤0.01%
2,485
-763
440
$204K ﹤0.01%
1,583
-1,070
441
$203K ﹤0.01%
+1,735
442
$200K ﹤0.01%
697
-415
443
$177K ﹤0.01%
10,811
-1,476
444
$162K ﹤0.01%
13,681
-2,800
445
$137K ﹤0.01%
17,026
-450,905
446
$96K ﹤0.01%
8,685
447
$57K ﹤0.01%
23,943
448
$52K ﹤0.01%
+13,825
449
$43K ﹤0.01%
+18,779
450
$43K ﹤0.01%
+18,284
15 16 17
18
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