PCA

Personal Capital Advisors Portfolio holdings

AUM $20.6B
1-Year Est. Return 13.65%
This Fund
S&P 500
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
+$115M
2
+$95.2M
3
+$87.6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$80.3M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$79.2M

Top Sells

1
+$122M
2
+$95.2M
3
+$32.1M
4
CRL icon
Charles River Laboratories
CRL
+$30.6M
5
AEP icon
American Electric Power
AEP
+$10M

Sector Composition

1 Technology 6.57%
2 Communication Services 4.29%
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
501
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502
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-8,658
503
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504
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-3,764
505
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-14,915
506
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-5,615
507
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-62,380
508
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-2,625
509
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-965
510
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-4,962
511
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-8,718
512
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-15,737
513
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-6,541
514
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-7,660
515
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-2,909
516
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-3,092
517
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-5,499
518
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-4,547
519
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-179,406
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