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
$6.42B
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$55M
3
+$43M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$38.9M
5
GILD icon
Gilead Sciences
GILD
+$29.5M

Top Sells

1
+$37.7M
2
+$29M
3
+$23M
4
MON
Monsanto Co
MON
+$21.3M
5
CVS icon
CVS Health
CVS
+$16M

Sector Composition

1 Communication Services 4.89%
2 Industrials 4.36%
3 Consumer Staples 4.3%
4 Financials 4.17%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$39.6M 0.62%
433,555
+17,558
27
$39.3M 0.61%
761,797
+29,338
28
$39M 0.61%
756,680
-63,640
29
$38.4M 0.6%
203,577
+11,993
30
$36.4M 0.57%
228,028
+51,495
31
$35.9M 0.56%
1,065,414
+76,894
32
$35.8M 0.56%
314,284
+18,057
33
$34.9M 0.54%
486,980
+47,506
34
$34.6M 0.54%
344,282
+36,560
35
$34.3M 0.53%
716,965
+66,538
36
$34.2M 0.53%
441,105
+55,667
37
$34.2M 0.53%
293,786
+21,545
38
$34M 0.53%
114,970
-45,542
39
$33.5M 0.52%
979,974
+79,265
40
$33.1M 0.52%
558,440
-265,747
41
$32.4M 0.5%
162,387
+67,486
42
$32M 0.5%
149,664
+9,962
43
$31.7M 0.49%
218,013
+21,935
44
$31.7M 0.49%
341,476
-139,095
45
$31.3M 0.49%
124,330
+9,742
46
$31.2M 0.49%
2,074,008
+788,047
47
$31.2M 0.49%
1,050,948
+72,240
48
$30.9M 0.48%
524,528
+30,712
49
$30.7M 0.48%
196,026
+15,726
50
$30.6M 0.48%
225,368
+4,517
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