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
$7.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.5M
3
+$44.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.8M
5
EVRG icon
Evergy
EVRG
+$21.8M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$16.6M
4
S
Sprint Corporation
S
+$10.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$4.77M

Sector Composition

1 Communication Services 4.94%
2 Consumer Staples 4.32%
3 Industrials 4.16%
4 Financials 4.04%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$44.9M 0.63%
455,652
+22,097
27
$44.4M 0.62%
212,390
+8,813
28
$42M 0.59%
1,072,840
-76,860
29
$41.9M 0.59%
307,267
+13,481
30
$41.6M 0.59%
329,328
+15,044
31
$41.3M 0.58%
739,980
-16,700
32
$38.9M 0.55%
773,190
+56,225
33
$38.9M 0.55%
370,721
+26,439
34
$38.8M 0.55%
158,010
+8,346
35
$38.6M 0.54%
348,606
+7,130
36
$38.4M 0.54%
233,505
+16,929
37
$38.1M 0.54%
2,154,777
+80,769
38
$38.1M 0.54%
519,643
+26,224
39
$37.6M 0.53%
475,512
+34,407
40
$36.1M 0.51%
238,999
+13,631
41
$35.9M 0.5%
1,092,755
+112,781
42
$35.4M 0.5%
545,469
+58,489
43
$35.3M 0.5%
796,881
+28,608
44
$34.9M 0.49%
190,177
+11,313
45
$34.3M 0.48%
237,940
+19,927
46
$33.5M 0.47%
1,466,565
+127,605
47
$33.2M 0.47%
963,139
-102,275
48
$33.1M 0.47%
1,157,754
+106,806
49
$32.7M 0.46%
177,056
+17,185
50
$32.6M 0.46%
174,774
+12,387
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