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
$444M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.78M
3
+$6.32M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.99M
5
IAU icon
iShares Gold Trust
IAU
+$3.78M

Top Sells

1
+$1.84M
2
+$719K
3
+$338K
4
PMC
PharMerica Corporation
PMC
+$68.2K
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.36K

Sector Composition

1 Industrials 6.29%
2 Financials 6.03%
3 Healthcare 5.22%
4 Utilities 4.94%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.61M 0.81%
129,965
+18,107
52
$3.59M 0.81%
251,359
+69,402
53
$3.58M 0.81%
78,701
+22,150
54
$3.58M 0.81%
36,731
+10,000
55
$3.56M 0.8%
36,429
+10,346
56
$3.56M 0.8%
158,703
+55,703
57
$3.54M 0.8%
31,126
+8,421
58
$3.54M 0.8%
70,022
+19,819
59
$3.5M 0.79%
21,393
+5,797
60
$3.5M 0.79%
38,361
+10,485
61
$3.49M 0.79%
131,893
+42,277
62
$3.49M 0.79%
43,287
+12,300
63
$3.45M 0.78%
72,572
+23,035
64
$3.44M 0.77%
48,282
+13,987
65
$3.44M 0.77%
134,844
+39,384
66
$3.42M 0.77%
47,517
+15,937
67
$3.37M 0.76%
114,851
+34,422
68
$3.36M 0.76%
86,932
+27,213
69
$3.35M 0.75%
51,916
+17,468
70
$3.33M 0.75%
120,067
+40,723
71
$3.3M 0.74%
196,360
+40,320
72
$3.25M 0.73%
128,106
+59,259
73
$3.2M 0.72%
62,236
+15,132
74
$3.15M 0.71%
142,248
+52,644
75
$3.14M 0.71%
52,285
+13,365
1 2
3
4