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
$444M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.78M
3
+$6.32M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.99M
5
IAU icon
iShares Gold Trust
IAU
+$3.78M

Top Sells

1
+$1.84M
2
+$719K
3
+$338K
4
PMC
PharMerica Corporation
PMC
+$68.2K
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.36K

Sector Composition

1 Industrials 6.29%
2 Financials 6.03%
3 Healthcare 5.22%
4 Utilities 4.94%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96M 0.89%
40,726
+9,912
27
$3.91M 0.88%
52,113
+11,341
28
$3.9M 0.88%
223,267
+58,977
29
$3.89M 0.88%
49,438
+12,817
30
$3.89M 0.87%
63,370
+16,452
31
$3.87M 0.87%
62,897
+16,415
32
$3.84M 0.86%
44,503
+12,054
33
$3.82M 0.86%
58,305
+15,227
34
$3.82M 0.86%
62,300
+16,258
35
$3.81M 0.86%
71,832
+11,400
36
$3.77M 0.85%
131,001
+34,254
37
$3.76M 0.85%
65,883
+15,212
38
$3.74M 0.84%
35,826
+8,968
39
$3.73M 0.84%
76,326
+20,117
40
$3.72M 0.84%
148,818
+36,832
41
$3.71M 0.84%
78,285
+21,239
42
$3.7M 0.83%
47,623
+12,239
43
$3.69M 0.83%
40,572
+9,992
44
$3.68M 0.83%
23,775
+5,060
45
$3.66M 0.82%
152,983
+87,500
46
$3.64M 0.82%
119,537
+31,624
47
$3.64M 0.82%
37,129
+11,931
48
$3.62M 0.81%
29,177
+7,738
49
$3.61M 0.81%
101,689
+23,810
50
$3.61M 0.81%
53,067
+13,671
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