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
$1.52B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$14.6M
3
+$11.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.21M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.91M

Top Sells

1
+$10.5M
2
+$4.33M
3
+$1.71M
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$654K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$498K

Sector Composition

1 Industrials 6.19%
2 Communication Services 5.82%
3 Financials 5.56%
4 Healthcare 4.69%
5 Consumer Staples 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11M 0.72%
210,811
+28,752
52
$10.8M 0.71%
58,251
+7,352
53
$10.6M 0.69%
488,901
+77,001
54
$10.6M 0.69%
159,998
+25,729
55
$10.5M 0.69%
161,777
+24,134
56
$9.86M 0.65%
262,691
+39,840
57
$9.35M 0.61%
954,706
+141,181
58
$9.16M 0.6%
119,854
+8,700
59
$8.9M 0.59%
104,337
+13,114
60
$8.13M 0.53%
156,145
+14,376
61
$8.08M 0.53%
148,001
+13,563
62
$8.06M 0.53%
177,008
+21,444
63
$8.05M 0.53%
53,931
+4,684
64
$8M 0.53%
110,580
+10,125
65
$7.65M 0.5%
285,694
+27,360
66
$7.61M 0.5%
149,511
+14,930
67
$7.49M 0.49%
94,924
-6,297
68
$7.45M 0.49%
175,793
+7,974
69
$7.42M 0.49%
718,760
-166,040
70
$7.16M 0.47%
270,606
+33,201
71
$7.15M 0.47%
251,208
+13,033
72
$6.73M 0.44%
314,967
+44,722
73
$6.56M 0.43%
296,572
+41,267
74
$6.27M 0.41%
485,045
+56,553
75
$6.04M 0.4%
197,703
+23,806
1 2
3
4 5