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
$777M
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$10.5M
3
+$8.52M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.28M

Top Sells

1
+$5.03M
2
+$4.83M
3
+$3.06M
4
CALM icon
Cal-Maine
CALM
+$3.04M
5
WIN
Windstream Holdings Inc
WIN
+$2.36M

Sector Composition

1 Industrials 6.23%
2 Financials 5.74%
3 Communication Services 5.32%
4 Healthcare 4.86%
5 Technology 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.59M 0.85%
127,119
+23,688
27
$6.53M 0.84%
95,969
+18,308
28
$6.41M 0.82%
85,772
+16,335
29
$6.4M 0.82%
117,926
+24,937
30
$6.4M 0.82%
254,127
+50,207
31
$6.38M 0.82%
237,420
+45,174
32
$6.32M 0.81%
75,514
+16,456
33
$6.31M 0.81%
42,023
+8,884
34
$6.3M 0.81%
147,757
+32,499
35
$6.26M 0.81%
82,752
+17,204
36
$6.26M 0.81%
101,013
+19,538
37
$6.22M 0.8%
83,215
+17,865
38
$6.22M 0.8%
95,574
+18,195
39
$6.16M 0.79%
123,281
+26,826
40
$6.12M 0.79%
49,873
+10,930
41
$6.12M 0.79%
200,654
+45,035
42
$6.1M 0.78%
62,075
+13,720
43
$6.09M 0.78%
63,842
+15,616
44
$6.09M 0.78%
228,781
+49,345
45
$6.07M 0.78%
223,677
+43,914
46
$6.05M 0.78%
375,420
+81,260
47
$6M 0.77%
+205,051
48
$6M 0.77%
235,200
+53,505
49
$5.99M 0.77%
213,489
+48,433
50
$5.98M 0.77%
134,901
+30,530
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