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
$3.97B
AUM Growth
+$614M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$99M
2
+$69.3M
3
+$33M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.9M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$18.8M

Top Sells

1
+$22.4M
2
+$15.7M
3
+$12.9M
4
IRBT icon
iRobot
IRBT
+$12.7M
5
SBAC icon
SBA Communications
SBAC
+$10.4M

Sector Composition

1 Communication Services 5.73%
2 Industrials 5.47%
3 Financials 5.11%
4 Materials 4.52%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.5M 0.74%
491,676
+39,598
27
$29.4M 0.74%
437,240
+38,573
28
$29.3M 0.74%
261,768
+25,205
29
$29.3M 0.74%
765,849
+52,971
30
$29.2M 0.74%
363,507
+30,918
31
$29M 0.73%
257,855
+32,630
32
$29M 0.73%
233,811
+23,686
33
$28.9M 0.73%
351,361
+29,176
34
$28.5M 0.72%
482,275
+45,947
35
$28.3M 0.71%
312,192
+33,059
36
$27.6M 0.7%
1,289,901
+122,284
37
$27.6M 0.69%
255,440
+24,346
38
$27.6M 0.69%
334,301
+38,590
39
$27.4M 0.69%
372,572
+44,114
40
$27.3M 0.69%
838,147
+95,159
41
$27.2M 0.68%
191,159
+22,184
42
$27.1M 0.68%
486,696
+51,832
43
$27.1M 0.68%
161,783
+17,214
44
$26.5M 0.67%
250,256
+28,105
45
$26.2M 0.66%
1,109,961
+133,479
46
$26.1M 0.66%
442,806
+36,551
47
$26M 0.65%
613,308
+75,053
48
$26M 0.65%
528,512
+62,373
49
$25.7M 0.65%
2,281,729
+252,706
50
$25.1M 0.63%
2,642,508
-10,062
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