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
$10.5B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$42M
3
+$40.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$33M

Top Sells

1
+$33.5M
2
+$32.4M
3
+$30.7M
4
MA icon
Mastercard
MA
+$8.53M
5
VRSK icon
Verisk Analytics
VRSK
+$6.36M

Sector Composition

1 Consumer Staples 4.58%
2 Industrials 4.53%
3 Utilities 4.4%
4 Communication Services 4.04%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$64.6M 0.62%
548,541
+30,477
27
$63.2M 0.6%
219,253
+4,601
28
$62.2M 0.59%
1,019,980
+64,920
29
$61.3M 0.58%
492,750
+8,588
30
$60.8M 0.58%
223,722
-31,428
31
$60.4M 0.58%
683,526
+1,748
32
$59.9M 0.57%
287,784
+20,430
33
$56.7M 0.54%
318,521
+38,739
34
$55.8M 0.53%
1,237,120
-78,393
35
$54.8M 0.52%
420,237
-19,235
36
$54.3M 0.52%
1,371,687
+34,797
37
$52.1M 0.5%
843,478
+20,725
38
$51M 0.49%
1,786,145
+92,707
39
$50.7M 0.48%
605,990
+25,682
40
$49.3M 0.47%
846,512
-43,176
41
$49.2M 0.47%
428,204
+67,722
42
$49.1M 0.47%
695,546
+57,791
43
$48.8M 0.47%
271,749
+9,284
44
$48.7M 0.46%
406,509
+19,273
45
$48.5M 0.46%
940,510
+60,180
46
$48.4M 0.46%
802,599
+41,707
47
$48.4M 0.46%
408,177
+16,912
48
$48.2M 0.46%
885,387
+25,892
49
$47.4M 0.45%
554,067
+9,169
50
$47.1M 0.45%
301,084
+15,911
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