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
$777M
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$10.5M
3
+$8.52M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.28M

Top Sells

1
+$5.03M
2
+$4.83M
3
+$3.06M
4
CALM icon
Cal-Maine
CALM
+$3.04M
5
WIN
Windstream Holdings Inc
WIN
+$2.36M

Sector Composition

1 Industrials 6.23%
2 Financials 5.74%
3 Communication Services 5.32%
4 Healthcare 4.86%
5 Technology 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.96M 0.77%
420,607
+88,437
52
$5.95M 0.76%
73,496
+16,401
53
$5.94M 0.76%
62,622
+14,801
54
$5.94M 0.76%
64,447
+13,839
55
$5.89M 0.76%
+90,296
56
$5.87M 0.76%
106,768
+25,322
57
$5.83M 0.75%
206,486
+43,239
58
$5.8M 0.75%
51,524
+11,146
59
$5.69M 0.73%
169,221
+32,754
60
$5.57M 0.72%
120,266
+27,330
61
$5.53M 0.71%
82,719
+19,414
62
$5.5M 0.71%
84,389
+21,202
63
$5.27M 0.68%
106,218
+25,814
64
$5.26M 0.68%
89,512
+21,912
65
$5.06M 0.65%
175,541
+66,001
66
$4.93M 0.63%
+41,603
67
$4.02M 0.52%
90,006
-68,098
68
$3.77M 0.49%
168,229
-39,718
69
$3.62M 0.47%
+132,870
70
$3.47M 0.45%
142,029
-58,187
71
$3.36M 0.43%
62,265
-20,918
72
$3.33M 0.43%
73,417
-28,637
73
$3.32M 0.43%
39,364
-27,993
74
$3.3M 0.42%
152,458
-48,158
75
$3.25M 0.42%
81,159
-10,166
1 2
3
4 5