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
$19.9B
AUM Growth
+$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$94M
3
+$85.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$80.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$77.1M

Top Sells

1
+$119M
2
+$99.9M
3
+$37.2M
4
CRL icon
Charles River Laboratories
CRL
+$30.4M
5
AA icon
Alcoa
AA
+$9.47M

Sector Composition

1 Technology 6.57%
2 Communication Services 4.27%
3 Consumer Discretionary 4.11%
4 Consumer Staples 3.87%
5 Financials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$147M 0.74%
899,526
+31,027
27
$147M 0.74%
7,079,050
+32,770
28
$137M 0.69%
403,385
+4,264
29
$123M 0.62%
450,819
+15,863
30
$115M 0.58%
330,630
+9,332
31
$109M 0.55%
400,099
+15,128
32
$107M 0.54%
2,523,623
+86,114
33
$102M 0.51%
226,946
+6,744
34
$101M 0.51%
258,592
+8,906
35
$97.2M 0.49%
695,337
+33,895
36
$94.1M 0.47%
853,233
+24,294
37
$93.8M 0.47%
2,580,950
+63,650
38
$93.6M 0.47%
553,505
+26,268
39
$93.2M 0.47%
2,005,299
+100,026
40
$92.8M 0.47%
152,078
+2,902
41
$91.4M 0.46%
1,564,050
-27,165
42
$89.8M 0.45%
759,903
+28,750
43
$89.1M 0.45%
905,191
+783,480
44
$87M 0.44%
1,108,383
+50,696
45
$86.7M 0.44%
333,338
+23,895
46
$84.7M 0.43%
327,750
+6,429
47
$82.5M 0.41%
251,284
+11,245
48
$80M 0.4%
1,481,036
+60,407
49
$79.3M 0.4%
781,828
+23,017
50
$79M 0.4%
489,220
+67,052
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