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
$2.6B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$20.7M
3
+$15.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$15.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.4M

Top Sells

1
+$9.66M
2
+$7.19M
3
+$5.06M
4
EGBN icon
Eagle Bancorp
EGBN
+$289K
5
LVS icon
Las Vegas Sands
LVS
+$243K

Sector Composition

1 Industrials 6.47%
2 Communication Services 5.83%
3 Utilities 4.96%
4 Financials 4.63%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.9M 0.65%
171,361
+21,833
52
$16.8M 0.65%
355,254
+46,066
53
$16.7M 0.64%
189,778
+23,889
54
$16.6M 0.64%
693,068
+16,060
55
$16.6M 0.64%
243,912
+27,150
56
$16.2M 0.62%
568,751
+79,419
57
$15.5M 0.59%
144,185
+34,168
58
$15.1M 0.58%
335,257
+29,410
59
$14.7M 0.57%
421,846
+40,749
60
$14.4M 0.55%
282,175
+30,504
61
$14.2M 0.55%
95,651
+5,156
62
$14M 0.54%
108,940
+8,444
63
$13.5M 0.52%
271,540
+36,628
64
$13.4M 0.52%
142,994
+12,618
65
$13.2M 0.51%
369,537
+37,210
66
$13.1M 0.5%
381,110
+38,354
67
$13M 0.5%
237,168
+31,087
68
$12.9M 0.5%
278,059
+28,686
69
$12.8M 0.49%
420,991
+58,034
70
$12.5M 0.48%
466,675
+50,740
71
$12.5M 0.48%
681,380
+65,597
72
$12.3M 0.47%
215,345
+23,556
73
$12.3M 0.47%
305,830
+31,809
74
$12.1M 0.46%
72,346
+8,987
75
$12M 0.46%
242,311
+27,278
1 2
3
4 5