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
$19.2B
AUM Growth
+$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$96.3M
2
+$92.4M
3
+$56.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$55.9M
5
TSLA icon
Tesla
TSLA
+$55.9M

Top Sells

1
+$34.6M
2
+$32.5M
3
+$26.9M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$20.6M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$15.8M

Sector Composition

1 Technology 6.37%
2 Communication Services 4.25%
3 Consumer Discretionary 4.09%
4 Materials 3.95%
5 Financials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$153K ﹤0.01%
+51,400
477
$101K ﹤0.01%
+2,844
478
$100K ﹤0.01%
+10,443
479
$78K ﹤0.01%
17,360
-1,419
480
$72K ﹤0.01%
2,571
481
$57K ﹤0.01%
10,530
482
$54K ﹤0.01%
13,917
+92
483
$35K ﹤0.01%
15,000
484
$29K ﹤0.01%
800
485
$19K ﹤0.01%
18
486
$16K ﹤0.01%
264
+2
487
– –
-3,088
488
– –
-1,548
489
– –
-64,581
490
– –
-23,005
491
– –
-2,286
492
– –
-2,958
493
– –
-3,705
494
– –
-4,070
495
– –
-8,943
496
– –
-10,718
497
– –
-10,676
498
– –
-2,965
499
– –
-878
500
– –
-1,704
17 18 19
20
21