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
$2.17B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$74.3M
2
+$46.3M
3
+$40.9M
4
DD
Du Pont De Nemours E I
DD
+$12.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.6M

Top Sells

1
+$40.2M
2
+$36.6M
3
+$36.2M
4
NRG icon
NRG Energy
NRG
+$4.33M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.94M

Sector Composition

1 Industrials 6.84%
2 Communication Services 6.28%
3 Financials 5.25%
4 Utilities 4.75%
5 Consumer Staples 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.5M 0.81%
125,417
+14,108
27
$17.4M 0.8%
376,101
+36,520
28
$17.4M 0.8%
1,476,995
+578,831
29
$17.3M 0.8%
228,349
+23,925
30
$17.2M 0.79%
562,582
+64,444
31
$17.1M 0.79%
161,960
+19,720
32
$17.1M 0.79%
178,845
+35,630
33
$17M 0.78%
210,970
+29,012
34
$16.8M 0.77%
237,377
+27,552
35
$16.8M 0.77%
149,168
+23,197
36
$16.6M 0.77%
160,371
+26,795
37
$16.5M 0.76%
307,749
+65,438
38
$16.3M 0.75%
198,475
+24,119
39
$16.1M 0.74%
251,671
+17,597
40
$16.1M 0.74%
192,904
+30,859
41
$15.8M 0.73%
602,697
+133,532
42
$15.7M 0.72%
165,889
+21,711
43
$15.7M 0.72%
170,121
+33,366
44
$15.7M 0.72%
216,762
+39,059
45
$15.6M 0.72%
157,582
+21,162
46
$15.4M 0.71%
489,332
+79,796
47
$15.4M 0.71%
185,240
+28,497
48
$15.4M 0.71%
673,536
+172,944
49
$15.3M 0.71%
235,014
+34,606
50
$15M 0.69%
150,003
+32,792
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