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
426
$264K ﹤0.01%
3,301
+340
427
$263K ﹤0.01%
4,263
+92
428
$263K ﹤0.01%
10,308
-1,248
429
$263K ﹤0.01%
+1,167
430
$263K ﹤0.01%
+2,772
431
$262K ﹤0.01%
2,562
+18
432
$261K ﹤0.01%
244
433
$259K ﹤0.01%
3,821
434
$259K ﹤0.01%
4,468
-468
435
$259K ﹤0.01%
1,499
+276
436
$258K ﹤0.01%
9,796
+1,238
437
$257K ﹤0.01%
2,295
+451
438
$257K ﹤0.01%
2,677
-28
439
$256K ﹤0.01%
2,229
-223
440
$255K ﹤0.01%
4,891
-14
441
$250K ﹤0.01%
11,352
442
$248K ﹤0.01%
11,010
-561
443
$247K ﹤0.01%
4,759
+41
444
$246K ﹤0.01%
11,777
-140
445
$245K ﹤0.01%
+3,793
446
$245K ﹤0.01%
2,254
+54
447
$245K ﹤0.01%
1,788
-41
448
$244K ﹤0.01%
1,050
+35
449
$241K ﹤0.01%
9,775
450
$241K ﹤0.01%
2,751
-454
16 17
18
19 20