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
$1.44B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$13.5M
3
+$13.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.5M
5
CVS icon
CVS Health
CVS
+$11.7M

Top Sells

1
+$10.2M
2
+$9.01M
3
+$9.01M
4
MCD icon
McDonald's
MCD
+$7.99M
5
CRR
Carbo Ceramics Inc.
CRR
+$3M

Sector Composition

1 Industrials 6.26%
2 Financials 5.87%
3 Communication Services 5.76%
4 Healthcare 4.98%
5 Energy 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.4M 0.72%
261,927
+39,588
52
$10.2M 0.71%
143,815
+22,830
53
$10.2M 0.71%
113,566
+19,493
54
$9.92M 0.69%
222,851
+34,824
55
$9.87M 0.68%
200,246
+39,868
56
$9.84M 0.68%
101,221
+52,882
57
$9.84M 0.68%
411,900
+68,148
58
$9.83M 0.68%
91,223
+13,122
59
$9.81M 0.68%
111,154
+19,593
60
$9.05M 0.63%
167,819
+31,976
61
$8.35M 0.58%
884,800
+86,800
62
$7.99M 0.55%
238,175
+24,215
63
$7.79M 0.54%
141,769
+17,094
64
$7.11M 0.49%
100,455
+12,167
65
$7.08M 0.49%
134,438
-1,135
66
$6.98M 0.48%
155,564
+8,250
67
$6.92M 0.48%
260,139
+31,207
68
$6.69M 0.46%
258,334
+35,898
69
$6.5M 0.45%
428,492
+54,546
70
$6.47M 0.45%
134,581
+18,992
71
$6.43M 0.45%
173,897
+143,275
72
$6.42M 0.44%
+49,247
73
$6.28M 0.43%
118,118
+16,796
74
$6.21M 0.43%
182,030
+29,392
75
$6.11M 0.42%
194,340
+34,514
1 2
3
4 5