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
$15.7B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$63M
2
+$42.5M
3
+$42.5M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$38.2M
5
APD icon
Air Products & Chemicals
APD
+$36.7M

Top Sells

1
+$21.4M
2
+$17M
3
+$16.4M
4
CMCSA icon
Comcast
CMCSA
+$16.4M
5
ADM icon
Archer Daniels Midland
ADM
+$16.3M

Sector Composition

1 Technology 6.21%
2 Materials 4.41%
3 Consumer Discretionary 4.27%
4 Communication Services 4.03%
5 Consumer Staples 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$101M 0.65%
370,884
+4,834
27
$99M 0.63%
778,926
+71,981
28
$97.3M 0.62%
2,318,843
+334,511
29
$96.5M 0.62%
270,217
+18,201
30
$91.3M 0.58%
393,642
+27,575
31
$91.1M 0.58%
502,871
+20,733
32
$82.3M 0.53%
1,338,753
-9,154
33
$82M 0.52%
6,283,360
-64,640
34
$81.5M 0.52%
761,564
+16,839
35
$81.3M 0.52%
240,316
-289
36
$78.7M 0.5%
224,504
+5,906
37
$77.2M 0.49%
555,116
+20,605
38
$75.8M 0.48%
340,463
+3,931
39
$75.7M 0.48%
1,574,751
+57,369
40
$75.1M 0.48%
530,668
-2,086
41
$73.7M 0.47%
1,362,070
+18,690
42
$73.1M 0.47%
668,081
+8,000
43
$70.8M 0.45%
917,929
+36,645
44
$70M 0.45%
2,351,272
+128,398
45
$69.9M 0.45%
185,453
+7,010
46
$68.1M 0.44%
334,026
+7,027
47
$68M 0.43%
2,243,262
+182,407
48
$65.6M 0.42%
444,603
+2,662
49
$64.6M 0.41%
303,799
+5,261
50
$62M 0.4%
233,445
+17,722
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