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
$1.24B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$16M
3
+$14.5M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$13.1M
5
AXP icon
American Express
AXP
+$8.15M

Top Sells

1
+$13.3M
2
+$8.18M
3
+$3.91M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.69M
5
GPOR
Gulfport Energy Corp.
GPOR
+$2.11M

Sector Composition

1 Industrials 6.73%
2 Financials 5.73%
3 Communication Services 5.47%
4 Healthcare 5.07%
5 Utilities 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.01M 0.73%
242,191
+48,207
52
$8.99M 0.73%
699,632
+168,490
53
$8.94M 0.72%
188,027
+41,855
54
$8.85M 0.72%
358,989
+70,938
55
$8.79M 0.71%
78,101
+13,822
56
$8.78M 0.71%
112,348
+104,259
57
$8.63M 0.7%
160,378
+72,831
58
$8.39M 0.68%
121,213
+30,366
59
$8.24M 0.67%
322,586
+89,900
60
$7.8M 0.63%
144,563
+51,303
61
$7.76M 0.63%
135,843
+47,883
62
$7.55M 0.61%
103,599
+33,240
63
$6.83M 0.55%
124,675
+15,735
64
$6.78M 0.55%
147,314
+18,142
65
$6.16M 0.5%
88,288
+13,117
66
$6.12M 0.49%
373,946
+62,198
67
$6.03M 0.49%
213,960
+58,646
68
$5.83M 0.47%
222,436
+37,262
69
$5.75M 0.47%
115,589
+23,939
70
$5.54M 0.45%
228,932
+51,385
71
$5.46M 0.44%
225,899
+49,935
72
$5.46M 0.44%
91,351
+35,072
73
$5.46M 0.44%
101,322
+20,242
74
$5.39M 0.44%
152,638
+28,984
75
$5.38M 0.44%
204,342
+35,534
1 2
3
4 5