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
$1.44B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$13.5M
3
+$13.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.5M
5
CVS icon
CVS Health
CVS
+$11.7M

Top Sells

1
+$10.2M
2
+$9.01M
3
+$9.01M
4
MCD icon
McDonald's
MCD
+$7.99M
5
CRR
Carbo Ceramics Inc.
CRR
+$3M

Sector Composition

1 Industrials 6.26%
2 Financials 5.87%
3 Communication Services 5.76%
4 Healthcare 4.98%
5 Energy 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.9M 0.82%
210,140
+26,521
27
$11.7M 0.81%
+111,133
28
$11.7M 0.81%
365,832
+29,973
29
$11.6M 0.81%
100,380
+12,527
30
$11.5M 0.8%
50,899
+2,269
31
$11.5M 0.8%
258,265
+31,422
32
$11.4M 0.79%
89,069
+11,599
33
$11.4M 0.79%
424,195
+65,206
34
$11.4M 0.79%
137,643
+16,430
35
$11.3M 0.78%
182,059
+21,849
36
$11.2M 0.78%
86,167
+11,964
37
$11M 0.76%
162,189
-3,277
38
$10.9M 0.76%
111,522
+16,514
39
$10.9M 0.75%
813,525
+113,893
40
$10.8M 0.75%
384,702
+55,128
41
$10.8M 0.75%
163,299
+23,133
42
$10.8M 0.74%
179,987
+25,231
43
$10.7M 0.74%
127,630
+18,747
44
$10.6M 0.74%
404,780
+49,166
45
$10.6M 0.73%
224,901
+33,638
46
$10.5M 0.73%
133,345
+22,140
47
$10.5M 0.73%
134,269
+30,670
48
$10.5M 0.73%
133,497
+21,149
49
$10.5M 0.72%
393,171
+70,585
50
$10.4M 0.72%
226,828
+34,354
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