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
$1.24B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$16M
3
+$14.5M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$13.1M
5
AXP icon
American Express
AXP
+$8.15M

Top Sells

1
+$13.3M
2
+$8.18M
3
+$3.91M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.69M
5
GPOR
Gulfport Energy Corp.
GPOR
+$2.11M

Sector Composition

1 Industrials 6.73%
2 Financials 5.73%
3 Communication Services 5.47%
4 Healthcare 5.07%
5 Utilities 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.3M 0.83%
87,853
+12,937
27
$10.2M 0.83%
74,203
+11,777
28
$10.2M 0.82%
160,210
+42,819
29
$10.2M 0.82%
61,331
+10,589
30
$10.1M 0.81%
365,465
+57,491
31
$9.99M 0.81%
183,619
+29,573
32
$9.89M 0.8%
142,018
+24,437
33
$9.85M 0.8%
52,403
+8,893
34
$9.83M 0.8%
348,080
+58,160
35
$9.72M 0.79%
192,474
+30,376
36
$9.72M 0.79%
140,166
+24,784
37
$9.72M 0.79%
355,614
+132,583
38
$9.49M 0.77%
94,073
+16,067
39
$9.43M 0.76%
96,794
+18,081
40
$9.43M 0.76%
343,752
+56,385
41
$9.42M 0.76%
91,561
+15,589
42
$9.3M 0.75%
191,263
+35,942
43
$9.29M 0.75%
120,985
+20,781
44
$9.26M 0.75%
108,883
+22,196
45
$9.22M 0.75%
226,843
+39,777
46
$9.21M 0.75%
77,470
+14,101
47
$9.21M 0.75%
95,008
+17,000
48
$9.11M 0.74%
111,205
+19,887
49
$9.08M 0.73%
326,797
+72,294
50
$9.02M 0.73%
222,339
+41,077
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