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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$40.9M
3
+$40.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$30.7M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.9M

Top Sells

1
+$135M
2
+$61.2M
3
+$21.9M
4
UPS icon
United Parcel Service
UPS
+$17.4M
5
AAPL icon
Apple
AAPL
+$10.2M

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 4.27%
3 Communication Services 4.06%
4 Materials 3.87%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$90.8M 0.68%
1,235,600
+47,040
27
$85.9M 0.65%
6,348,000
+7,520
28
$85.2M 0.64%
252,016
+13,296
29
$84.6M 0.64%
336,532
-3,570
30
$78M 0.59%
366,067
+30,411
31
$74.3M 0.56%
534,511
+5,528
32
$71.8M 0.54%
660,081
-3,657
33
$70.8M 0.53%
1,517,382
+32,154
34
$70.7M 0.53%
1,984,332
+221,772
35
$68.2M 0.51%
218,598
+2,770
36
$68.1M 0.51%
706,945
+96,016
37
$67.2M 0.51%
1,343,380
-14,430
38
$66.9M 0.5%
532,754
+719
39
$65.5M 0.49%
1,416,226
+32,878
40
$64M 0.48%
744,725
+15,189
41
$63.8M 0.48%
251,082
+1,346
42
$63.3M 0.48%
178,443
+4,872
43
$63.2M 0.48%
326,999
+1,496
44
$61.2M 0.46%
881,284
+13,256
45
$59.9M 0.45%
215,723
+10,397
46
$59.8M 0.45%
482,138
+14,298
47
$59.5M 0.45%
240,605
-3,755
48
$57.6M 0.43%
1,347,907
-9,872
49
$55.6M 0.42%
934,248
+35,002
50
$55.5M 0.42%
1,616,509
+365,028
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