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
$315M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$18M
3
+$12.7M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$9.81M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.38M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.21%
2 Financials 6.04%
3 Healthcare 5.59%
4 Communication Services 5.38%
5 Utilities 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.97M 0.94%
+38,846
27
$2.91M 0.92%
+111,986
28
$2.9M 0.92%
+36,621
29
$2.88M 0.91%
+21,439
30
$2.87M 0.91%
+18,715
31
$2.87M 0.91%
+46,042
32
$2.86M 0.91%
+30,814
33
$2.84M 0.9%
+35,384
34
$2.81M 0.89%
+26,731
35
$2.8M 0.89%
+50,671
36
$2.8M 0.89%
+40,772
37
$2.79M 0.88%
+56,209
38
$2.77M 0.88%
+96,747
39
$2.77M 0.88%
+15,596
40
$2.75M 0.87%
+30,580
41
$2.74M 0.87%
+164,290
42
$2.74M 0.87%
+73,284
43
$2.74M 0.87%
+60,342
44
$2.73M 0.86%
+46,918
45
$2.72M 0.86%
+39,396
46
$2.68M 0.85%
+50,203
47
$2.67M 0.85%
+46,482
48
$2.67M 0.85%
+43,078
49
$2.65M 0.84%
+22,705
50
$2.64M 0.84%
+181,957
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