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
$2.97B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$21.1M
3
+$20.2M
4
COST icon
Costco
COST
+$18.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$15.3M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$13.5M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$13M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$8.77M

Sector Composition

1 Industrials 6.37%
2 Communication Services 5.88%
3 Financials 5.16%
4 Utilities 4.53%
5 Energy 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.6M 0.66%
294,805
+50,893
52
$19.4M 0.65%
211,272
+33,739
53
$19.2M 0.65%
173,525
+29,340
54
$19M 0.64%
211,726
+28,498
55
$18.9M 0.64%
+128,468
56
$18.9M 0.64%
366,171
+83,996
57
$18.5M 0.62%
452,244
+31,253
58
$18.4M 0.62%
414,563
+59,309
59
$18.2M 0.61%
110,917
+15,570
60
$15.5M 0.52%
116,290
+7,350
61
$15.5M 0.52%
307,724
+36,184
62
$14.9M 0.5%
234,061
+18,716
63
$14.8M 0.5%
285,866
+7,807
64
$14.5M 0.49%
522,980
+54,148
65
$14.3M 0.48%
+255,479
66
$14.2M 0.48%
250,145
+17,214
67
$14.1M 0.48%
415,160
+34,050
68
$14.1M 0.48%
750,596
+69,216
69
$13.8M 0.46%
495,587
+28,912
70
$13.6M 0.46%
422,998
+1,152
71
$13.6M 0.46%
79,919
+7,573
72
$13.3M 0.45%
173,101
+18,482
73
$13.2M 0.44%
139,482
-3,512
74
$13.1M 0.44%
268,927
+26,616
75
$12.7M 0.43%
411,576
+42,039
1 2
3
4 5