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
$2.97B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$21.1M
3
+$20.2M
4
COST icon
Costco
COST
+$18.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$15.3M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$13.5M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$13M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$8.77M

Sector Composition

1 Industrials 6.37%
2 Communication Services 5.88%
3 Financials 5.16%
4 Utilities 4.53%
5 Energy 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.2M 0.75%
722,866
+46,693
27
$22.1M 0.75%
250,901
+24,944
28
$22.1M 0.74%
203,933
+20,643
29
$21.7M 0.73%
417,230
+41,769
30
$21.7M 0.73%
296,229
+28,557
31
$21.7M 0.73%
213,931
+17,538
32
$21.6M 0.73%
152,785
+14,387
33
$21.6M 0.73%
214,887
+25,109
34
$21.5M 0.72%
192,406
+24,520
35
$21.4M 0.72%
391,648
+37,680
36
$21.4M 0.72%
186,164
+18,419
37
$21.3M 0.72%
264,671
+24,610
38
$21.1M 0.71%
666,971
+66,813
39
$21.1M 0.71%
419,704
+84,447
40
$21.1M 0.71%
362,470
+36,570
41
$20.6M 0.69%
238,512
+23,469
42
$20.6M 0.69%
285,495
+28,484
43
$20.5M 0.69%
383,498
+53,543
44
$20.4M 0.69%
402,241
+51,829
45
$20.4M 0.69%
864,696
+93,639
46
$20.3M 0.68%
305,506
+36,944
47
$20.1M 0.68%
195,638
+24,277
48
$20.1M 0.68%
478,183
+53,805
49
$20M 0.67%
802,909
+138,751
50
$19.8M 0.67%
124,857
+29,206
1
2
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