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
$4.57B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$62.9M
3
+$59.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$46.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.6M

Top Sells

1
+$24.1M
2
+$17.5M
3
+$17M
4
SANM icon
Sanmina
SANM
+$16.5M
5
SMG icon
ScottsMiracle-Gro
SMG
+$13.8M

Sector Composition

1 Industrials 5.37%
2 Communication Services 5.25%
3 Financials 4.56%
4 Consumer Staples 4.14%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.5M 0.69%
389,757
+16,460
27
$31M 0.68%
459,435
+22,195
28
$30.1M 0.66%
345,195
+33,003
29
$29.5M 0.65%
266,544
+16,288
30
$29.4M 0.64%
352,293
+17,992
31
$29.4M 0.64%
484,382
+2,107
32
$29.2M 0.64%
527,815
+41,119
33
$29.2M 0.64%
394,028
+21,456
34
$29M 0.63%
272,835
+14,980
35
$28.6M 0.63%
897,626
+59,479
36
$28.6M 0.63%
273,673
+18,233
37
$28.1M 0.61%
515,033
+23,357
38
$27.6M 0.61%
577,590
+103,338
39
$27.4M 0.6%
171,518
+9,735
40
$27.3M 0.6%
501,910
+83,956
41
$26.5M 0.58%
205,070
+13,911
42
$26.5M 0.58%
1,385,147
+95,246
43
$25.8M 0.56%
577,757
+49,245
44
$25.7M 0.56%
169,105
+7,668
45
$25.2M 0.55%
325,164
-26,197
46
$24.8M 0.54%
359,992
+15,800
47
$24.7M 0.54%
2,536,236
-106,272
48
$24M 0.53%
197,106
+11,062
49
$23.1M 0.51%
177,833
-55,978
50
$22.7M 0.5%
122,587
+18,601
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