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
$315M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$18M
3
+$12.7M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$9.81M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.38M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.21%
2 Financials 6.04%
3 Healthcare 5.59%
4 Communication Services 5.38%
5 Utilities 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.84%
+26,083
52
$2.62M 0.83%
+32,449
53
$2.61M 0.83%
+26,858
54
$2.6M 0.82%
+41,214
55
$2.6M 0.82%
+90,455
56
$2.6M 0.82%
+46,968
57
$2.56M 0.81%
+87,913
58
$2.54M 0.81%
+27,876
59
$2.54M 0.8%
+80,429
60
$2.52M 0.8%
+30,987
61
$2.5M 0.79%
+95,460
62
$2.49M 0.79%
+31,580
63
$2.47M 0.78%
+57,046
64
$2.47M 0.78%
+59,719
65
$2.44M 0.78%
+25,198
66
$2.43M 0.77%
+49,537
67
$2.4M 0.76%
+56,551
68
$2.38M 0.75%
+89,616
69
$2.37M 0.75%
+34,295
70
$2.36M 0.75%
+47,104
71
$2.31M 0.73%
+103,000
72
$2.27M 0.72%
+38,920
73
$2.18M 0.69%
+89,604
74
$2.17M 0.69%
+79,344
75
$2.15M 0.68%
+34,448
1 2
3
4