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
476
$211K ﹤0.01%
+1,740
477
$209K ﹤0.01%
739
+13
478
$207K ﹤0.01%
+1,140
479
$202K ﹤0.01%
+6,507
480
$201K ﹤0.01%
+705
481
$201K ﹤0.01%
2,691
+32
482
$200K ﹤0.01%
+2,446
483
$200K ﹤0.01%
+300
484
$168K ﹤0.01%
2,762
-1,025
485
$116K ﹤0.01%
3,448
+604
486
$107K ﹤0.01%
10,443
487
$94K ﹤0.01%
+10,921
488
$93K ﹤0.01%
+1,095
489
$68K ﹤0.01%
17,860
+500
490
$52K ﹤0.01%
13,827
-90
491
$46K ﹤0.01%
10,530
492
$43K ﹤0.01%
2,571
493
$29K ﹤0.01%
15,000
494
$27K ﹤0.01%
800
495
$23K ﹤0.01%
+2,143
496
$14K ﹤0.01%
18
497
$10K ﹤0.01%
262
-2
498
– –
-2,273
499
– –
-1,008
500
– –
-67,772
17 18 19
20
21