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
$978M
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$13.9M
3
+$11.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$8.97M
5
BAX icon
Baxter International
BAX
+$7.72M

Top Sells

1
+$7.06M
2
+$3.18M
3
+$2.78M
4
SMTC icon
Semtech
SMTC
+$2.13M
5
CCOI icon
Cogent Communications
CCOI
+$1.61M

Sector Composition

1 Industrials 6.83%
2 Financials 5.94%
3 Communication Services 5.16%
4 Healthcare 4.97%
5 Utilities 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.31M 0.75%
288,051
+59,270
52
$7.27M 0.74%
155,321
+32,040
53
$7.17M 0.73%
146,172
+28,246
54
$7.16M 0.73%
144,588
+24,322
55
$6.92M 0.71%
232,686
+27,635
56
$6.89M 0.7%
90,847
+17,351
57
$6.83M 0.7%
254,503
+48,017
58
$6.58M 0.67%
117,391
+21,817
59
$6.56M 0.67%
243,522
+42,868
60
$6.25M 0.64%
129,172
+22,954
61
$6.2M 0.63%
108,940
+19,428
62
$5.85M 0.6%
223,031
+47,490
63
$5.66M 0.58%
70,359
+5,912
64
$5.49M 0.56%
93,260
+8,871
65
$5.33M 0.55%
87,960
+5,241
66
$4.95M 0.51%
87,547
+14,130
67
$4.77M 0.49%
75,171
+12,906
68
$4.65M 0.48%
311,748
+58,945
69
$4.57M 0.47%
185,174
+32,716
70
$4.51M 0.46%
168,808
+54,089
71
$4.42M 0.45%
91,650
+10,491
72
$4.4M 0.45%
178,688
+10,459
73
$4.38M 0.45%
123,654
-45,567
74
$4.2M 0.43%
107,529
+17,523
75
$4.14M 0.42%
175,964
+28,903
1 2
3
4 5