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
451
$240K ﹤0.01%
3,527
+14
452
$239K ﹤0.01%
1,773
-3
453
$238K ﹤0.01%
2,500
+156
454
$238K ﹤0.01%
4,525
+106
455
$237K ﹤0.01%
+2,879
456
$237K ﹤0.01%
2,688
-75
457
$236K ﹤0.01%
8,621
-357
458
$236K ﹤0.01%
3,641
-296
459
$235K ﹤0.01%
5,523
-2,405
460
$234K ﹤0.01%
+2,070
461
$233K ﹤0.01%
+2,916
462
$230K ﹤0.01%
1,165
-50
463
$230K ﹤0.01%
49,984
-50
464
$228K ﹤0.01%
4,849
+201
465
$225K ﹤0.01%
1,962
-2
466
$223K ﹤0.01%
8,334
-737
467
$223K ﹤0.01%
+5,381
468
$220K ﹤0.01%
2,474
-647
469
$219K ﹤0.01%
5,741
-3
470
$219K ﹤0.01%
3,245
-312
471
$217K ﹤0.01%
15,305
+1,681
472
$217K ﹤0.01%
+321
473
$216K ﹤0.01%
3,455
-144
474
$213K ﹤0.01%
+1,403
475
$212K ﹤0.01%
1,273
-1
17 18
19
20 21