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
$3.36B
AUM Growth
+$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$24.2M
3
+$24M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$17.8M

Top Sells

1
+$2.14M
2
+$930K
3
+$846K
4
CVS icon
CVS Health
CVS
+$824K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$544K

Sector Composition

1 Industrials 6.52%
2 Financials 6.01%
3 Communication Services 5.93%
4 Materials 4.61%
5 Energy 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.8M 0.77%
688,440
+25,800
27
$25.7M 0.77%
744,604
+67,638
28
$25.6M 0.76%
168,975
+16,190
29
$25.6M 0.76%
847,996
+45,087
30
$25.5M 0.76%
205,921
+19,757
31
$25.5M 0.76%
222,151
+18,218
32
$25.4M 0.76%
170,319
+16,129
33
$25M 0.74%
332,589
+37,784
34
$24.9M 0.74%
339,670
+34,164
35
$24.9M 0.74%
466,139
+48,909
36
$24.4M 0.73%
236,563
+21,676
37
$24.3M 0.72%
210,125
+14,487
38
$24.2M 0.72%
1,167,617
+106,016
39
$24.1M 0.72%
436,328
+44,680
40
$24.1M 0.72%
208,905
+35,380
41
$24.1M 0.72%
266,800
+28,288
42
$24M 0.71%
434,864
+20,301
43
$24M 0.71%
+2,652,570
44
$23.7M 0.71%
451,391
+49,150
45
$23.6M 0.7%
2,029,023
+196,807
46
$23.5M 0.7%
225,225
+13,953
47
$23.5M 0.7%
279,133
+28,232
48
$23.1M 0.69%
144,569
+16,101
49
$23.1M 0.69%
406,255
+43,785
50
$23M 0.68%
295,711
+31,040
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