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
$604M
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$8.41M
3
+$6.33M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$4.47M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.43M

Top Sells

1
+$587K
2
+$183K
3
+$135K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$62.9K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$18.5K

Sector Composition

1 Industrials 6.05%
2 Financials 5.91%
3 Utilities 5.15%
4 Healthcare 5.14%
5 Communication Services 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.86M 0.81%
29,033
+7,640
52
$4.85M 0.8%
65,350
+17,068
53
$4.83M 0.8%
33,139
+9,364
54
$4.82M 0.8%
47,821
+10,692
55
$4.81M 0.8%
47,787
+11,358
56
$4.79M 0.79%
179,436
+47,543
57
$4.78M 0.79%
294,160
+97,800
58
$4.75M 0.79%
176,021
+45,020
59
$4.72M 0.78%
163,247
+43,180
60
$4.72M 0.78%
96,455
+23,883
61
$4.71M 0.78%
136,467
+34,778
62
$4.71M 0.78%
83,183
+19,813
63
$4.7M 0.78%
179,763
+51,657
64
$4.7M 0.78%
48,226
+12,400
65
$4.66M 0.77%
74,247
+16,363
66
$4.66M 0.77%
92,936
+21,104
67
$4.65M 0.77%
165,056
+45,519
68
$4.64M 0.77%
59,058
+15,771
69
$4.63M 0.77%
81,446
+19,146
70
$4.59M 0.76%
200,616
+58,368
71
$4.58M 0.76%
92,989
+22,967
72
$4.55M 0.75%
181,695
+46,851
73
$4.5M 0.75%
91,325
+21,290
74
$4.23M 0.7%
80,404
+18,168
75
$4.19M 0.69%
67,600
+15,315
1 2
3
4