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
$12.1B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$40.7M
3
+$37.3M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$37.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35M

Top Sells

1
+$55.6M
2
+$29.2M
3
+$19.3M
4
NVDA icon
NVIDIA
NVDA
+$18.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.3M

Sector Composition

1 Technology 5.6%
2 Communication Services 4.14%
3 Consumer Staples 3.81%
4 Materials 3.76%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$84M 0.69%
1,188,560
+25,940
27
$80.9M 0.67%
356,187
+3,747
28
$70.6M 0.58%
238,720
+9,493
29
$63.7M 0.53%
340,102
+3,452
30
$63.7M 0.53%
215,828
-523
31
$63.3M 0.52%
528,983
+7,377
32
$62.1M 0.51%
695,742
+225,667
33
$61.8M 0.51%
1,357,810
-13,730
34
$60.7M 0.5%
663,738
+511
35
$60.2M 0.5%
6,340,480
-1,990,520
36
$60.2M 0.5%
1,006,030
+8,397
37
$59.9M 0.49%
335,656
+14,858
38
$59.3M 0.49%
1,485,228
+47,046
39
$58.9M 0.49%
249,736
+921
40
$57.5M 0.47%
610,929
+37,038
41
$56.9M 0.47%
325,503
+3,829
42
$56.5M 0.47%
1,762,560
+315,650
43
$56M 0.46%
1,251,481
+413,049
44
$54.3M 0.45%
939,346
-1,007
45
$53.9M 0.45%
1,383,348
+44,360
46
$53.7M 0.44%
729,536
+11,421
47
$53.6M 0.44%
244,360
-57,834
48
$52.6M 0.43%
173,571
+4,319
49
$52.2M 0.43%
467,840
+14,200
50
$52.2M 0.43%
532,035
+4,275
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