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
$2.6B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$20.7M
3
+$15.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$15.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.4M

Top Sells

1
+$9.66M
2
+$7.19M
3
+$5.06M
4
EGBN icon
Eagle Bancorp
EGBN
+$289K
5
LVS icon
Las Vegas Sands
LVS
+$243K

Sector Composition

1 Industrials 6.47%
2 Communication Services 5.83%
3 Utilities 4.96%
4 Financials 4.63%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.6M 0.79%
325,900
+36,792
27
$20.5M 0.79%
1,644,686
+167,691
28
$20.5M 0.79%
167,745
+18,577
29
$20.3M 0.78%
257,011
+28,662
30
$20.2M 0.78%
215,043
+22,139
31
$20M 0.77%
600,158
+66,865
32
$20M 0.77%
390,612
+41,930
33
$19.7M 0.76%
183,290
+21,330
34
$19.7M 0.76%
282,123
+31,123
35
$19.6M 0.75%
267,672
+30,295
36
$19.4M 0.75%
560,880
+64,020
37
$19.2M 0.74%
424,378
+48,277
38
$19.1M 0.74%
225,957
+27,482
39
$18.8M 0.72%
329,955
+31,034
40
$18.8M 0.72%
771,057
+97,521
41
$18.1M 0.7%
167,886
+17,883
42
$18.1M 0.7%
174,801
+23,004
43
$18M 0.69%
238,295
+24,792
44
$17.8M 0.68%
95,347
+12,487
45
$17.5M 0.67%
183,228
+22,857
46
$17.4M 0.67%
204,725
+19,485
47
$17.4M 0.67%
268,562
+44,455
48
$17.4M 0.67%
177,533
+19,951
49
$17.3M 0.66%
350,412
+42,663
50
$16.9M 0.65%
664,158
+61,461
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