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
$5.13B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$37.8M
3
+$28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.2M
5
BKR icon
Baker Hughes
BKR
+$22.1M

Top Sells

1
+$31.5M
2
+$28.1M
3
+$15.8M
4
LOW icon
Lowe's Companies
LOW
+$7.61M
5
CWT icon
California Water Service
CWT
+$4.67M

Sector Composition

1 Communication Services 5.4%
2 Industrials 4.93%
3 Financials 4.55%
4 Consumer Staples 4.29%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.9M 0.68%
198,910
+3,936
27
$33.1M 0.65%
861,211
+21,298
28
$33.1M 0.64%
281,672
+7,999
29
$33.1M 0.64%
275,407
+8,863
30
$32.4M 0.63%
658,732
+81,142
31
$32.4M 0.63%
356,085
+10,890
32
$31.8M 0.62%
582,872
+80,962
33
$31.7M 0.62%
935,906
+38,280
34
$30.6M 0.6%
554,429
+26,614
35
$30.5M 0.59%
363,540
+11,247
36
$30.2M 0.59%
610,364
+32,607
37
$30M 0.59%
412,299
+18,271
38
$29.7M 0.58%
180,781
+9,263
39
$29.1M 0.57%
482,122
-2,260
40
$28.8M 0.56%
387,153
+27,161
41
$28.4M 0.55%
288,342
+15,507
42
$28M 0.55%
1,459,190
+74,043
43
$28M 0.54%
175,860
+6,755
44
$27.9M 0.54%
163,144
+19,252
45
$27.6M 0.54%
1,522,670
+65,030
46
$27.5M 0.54%
207,989
+10,883
47
$27.5M 0.53%
188,252
+10,419
48
$26.3M 0.51%
699,802
+31,823
49
$25.6M 0.5%
130,619
+8,032
50
$25.6M 0.5%
220,672
+15,602
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