PCA

Personal Capital Advisors Portfolio holdings

AUM $20.6B
1-Year Est. Return 13.65%
This Fund
S&P 500
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
+$39.8M
3
+$38.6M
4
APD icon
Air Products & Chemicals
APD
+$37.8M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$37.3M

Top Sells

1
+$19.4M
2
+$17.2M
3
+$15.9M
4
CMCSA icon
Comcast
CMCSA
+$15M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$15M

Sector Composition

1 Technology 6.21%
2 Materials 4.41%
3 Consumer Discretionary 4.27%
4 Communication Services 4.05%
5 Consumer Staples 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$37K ﹤0.01%
2,571
452
$36K ﹤0.01%
+15,000
453
$35K ﹤0.01%
800
454
$33K ﹤0.01%
10,530
455
$25K ﹤0.01%
+18
456
$24K ﹤0.01%
12,067
+1
457
$16K ﹤0.01%
260
458
– –
-91,065
459
– –
-4,059
460
– –
-830
461
– –
-133
462
– –
-3,692
463
– –
-10,894
464
– –
-16,379
465
– –
-6,011
466
– –
-3,356
467
– –
-3,349
468
– –
-3,516
469
– –
-15,000
470
– –
-3,555
471
– –
-123,580
472
– –
-53,114
473
– –
-3,129
474
– –
-43,837
475
– –
-3,615
15 16 17 18
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