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
501
– –
-947
502
– –
-3,813
503
– –
-216,304
504
– –
-1,555
505
– –
-3,352
506
– –
-3,836
507
– –
-2,359
508
– –
-3,369
509
– –
-10,811
510
– –
-1,842
17 18 19 20
21