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
$2.17B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$74.3M
2
+$46.3M
3
+$40.9M
4
DD
Du Pont De Nemours E I
DD
+$12.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.6M

Top Sells

1
+$40.2M
2
+$36.6M
3
+$36.2M
4
NRG icon
NRG Energy
NRG
+$4.33M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.94M

Sector Composition

1 Industrials 6.84%
2 Communication Services 6.28%
3 Financials 5.25%
4 Utilities 4.75%
5 Consumer Staples 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15M 0.69%
533,293
+71,837
52
$15M 0.69%
149,528
+22,865
53
$15M 0.69%
309,188
+42,408
54
$14.6M 0.67%
213,503
+39,466
55
$14.2M 0.65%
90,495
+17,815
56
$14.2M 0.65%
224,107
+193,897
57
$13.4M 0.62%
305,847
+95,607
58
$13.3M 0.61%
151,797
+31,632
59
$13M 0.6%
82,860
+21,224
60
$11.5M 0.53%
110,017
+56,118
61
$11.5M 0.53%
615,783
+67,899
62
$11.5M 0.53%
100,496
+6,818
63
$11.5M 0.53%
342,756
+26,376
64
$11.4M 0.53%
130,376
+8,941
65
$11.4M 0.53%
234,912
+31,246
66
$11.2M 0.52%
206,081
+32,075
67
$11M 0.51%
160,966
+13,745
68
$10.7M 0.49%
274,021
+30,936
69
$10.6M 0.49%
332,327
+29,247
70
$10.4M 0.48%
191,789
+26,773
71
$10.2M 0.47%
381,097
+45,628
72
$10.2M 0.47%
215,033
-68,763
73
$9.72M 0.45%
415,935
+67,461
74
$9.66M 0.45%
387,335
+43,253
75
$9.58M 0.44%
249,373
+37,317
1 2
3
4 5