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
$604M
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$8.41M
3
+$6.33M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$4.47M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.43M

Top Sells

1
+$587K
2
+$183K
3
+$135K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$62.9K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$18.5K

Sector Composition

1 Industrials 6.05%
2 Financials 5.91%
3 Utilities 5.15%
4 Healthcare 5.14%
5 Communication Services 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.33M 0.88%
52,077
+11,505
27
$5.33M 0.88%
102,054
+23,769
28
$5.25M 0.87%
67,357
+15,441
29
$5.2M 0.86%
81,475
+18,578
30
$5.18M 0.86%
60,317
+15,519
31
$5.17M 0.86%
332,170
+80,811
32
$5.16M 0.86%
88,879
+22,996
33
$5.16M 0.85%
192,246
+43,428
34
$5.13M 0.85%
163,646
+38,625
35
$5.07M 0.84%
203,920
+45,217
36
$5.04M 0.83%
69,437
+16,370
37
$5.04M 0.83%
40,378
+9,252
38
$5.03M 0.83%
207,947
+54,964
39
$5.03M 0.83%
152,012
+37,161
40
$4.99M 0.83%
57,095
+12,592
41
$4.99M 0.83%
77,661
+19,356
42
$4.98M 0.82%
50,608
+12,247
43
$4.97M 0.82%
65,548
+16,110
44
$4.96M 0.82%
48,355
+11,624
45
$4.94M 0.82%
63,187
+15,670
46
$4.93M 0.82%
104,371
+25,670
47
$4.92M 0.81%
102,456
+26,130
48
$4.91M 0.81%
38,943
+9,766
49
$4.88M 0.81%
115,258
+28,326
50
$4.87M 0.81%
63,305
+15,682
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