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
501
– –
-8,658
502
– –
-51,400
503
– –
-5,146
504
– –
-3,764
505
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-14,915
506
– –
-5,615
507
– –
-2,625
508
– –
-965
509
– –
-4,962
510
– –
-8,718
511
– –
-15,737
512
– –
-6,541
513
– –
-3,830
514
– –
-2,909
515
– –
-3,092
516
– –
-5,499
517
– –
-4,547
518
– –
-179,406
519
– –
-62,380
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