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
$978M
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$13.9M
3
+$11.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$8.97M
5
BAX icon
Baxter International
BAX
+$7.72M

Top Sells

1
+$7.06M
2
+$3.18M
3
+$2.78M
4
SMTC icon
Semtech
SMTC
+$2.13M
5
CCOI icon
Cogent Communications
CCOI
+$1.61M

Sector Composition

1 Industrials 6.83%
2 Financials 5.94%
3 Communication Services 5.16%
4 Healthcare 4.97%
5 Utilities 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.57M 0.88%
307,974
+53,847
27
$8.48M 0.87%
50,742
+8,719
28
$8.45M 0.86%
154,046
+26,927
29
$8.43M 0.86%
43,510
+7,323
30
$8.41M 0.86%
289,920
+52,500
31
$8.4M 0.86%
103,857
+18,085
32
$8.37M 0.86%
100,204
+16,989
33
$8.33M 0.85%
75,972
+12,236
34
$8.32M 0.85%
91,318
+15,804
35
$8.3M 0.85%
74,916
+11,999
36
$8.23M 0.84%
287,367
+52,167
37
$8.18M 0.84%
101,176
+18,424
38
$8.11M 0.83%
130,198
+23,430
39
$8.11M 0.83%
78,006
+14,164
40
$8.01M 0.82%
86,687
+16,145
41
$7.98M 0.82%
115,382
+25,086
42
$7.92M 0.81%
117,581
+21,612
43
$7.86M 0.8%
265,902
+52,413
44
$7.72M 0.79%
+193,984
45
$7.68M 0.79%
64,279
+12,755
46
$7.67M 0.78%
63,369
+13,496
47
$7.65M 0.78%
181,262
+33,505
48
$7.38M 0.75%
78,713
+16,091
49
$7.37M 0.75%
474,740
+99,320
50
$7.31M 0.75%
531,142
+110,535
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