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
$1.52B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$14.6M
3
+$11.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.21M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.91M

Top Sells

1
+$10.5M
2
+$4.33M
3
+$1.71M
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$654K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$498K

Sector Composition

1 Industrials 6.19%
2 Communication Services 5.82%
3 Financials 5.56%
4 Healthcare 4.69%
5 Consumer Staples 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 0.83%
183,182
+20,993
27
$12.6M 0.83%
123,243
+13,445
28
$12.5M 0.82%
126,870
+15,348
29
$12.4M 0.82%
230,507
+30,261
30
$12.4M 0.81%
203,684
+23,697
31
$12.3M 0.81%
101,638
+12,569
32
$12.3M 0.81%
411,285
+45,453
33
$12.3M 0.81%
179,816
+18,967
34
$12.2M 0.8%
237,842
+27,702
35
$12.1M 0.8%
301,734
+39,807
36
$12.1M 0.79%
124,939
+13,806
37
$12M 0.79%
130,582
+17,016
38
$11.9M 0.78%
481,821
+57,626
39
$11.9M 0.78%
164,752
+20,937
40
$11.8M 0.78%
186,394
+23,095
41
$11.7M 0.77%
368,537
+41,451
42
$11.7M 0.77%
111,940
+11,560
43
$11.7M 0.77%
98,534
+12,367
44
$11.6M 0.76%
66,553
+7,347
45
$11.3M 0.74%
+125,141
46
$11.3M 0.74%
446,477
+61,775
47
$11.3M 0.74%
258,801
+33,900
48
$11.2M 0.74%
151,133
+23,503
49
$11.2M 0.74%
155,618
+22,273
50
$11.1M 0.73%
461,040
+67,869
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