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
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
– –
-830
459
– –
-133
460
– –
-3,692
461
– –
-10,894
462
– –
-16,379
463
– –
-6,011
464
– –
-3,356
465
– –
-3,349
466
– –
-91,065
467
– –
-3,516
468
– –
-15,000
469
– –
-3,555
470
– –
-61,790
471
– –
-53,114
472
– –
-3,129
473
– –
-43,837
474
– –
-3,615
475
– –
-4,059
15 16 17 18
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