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
$3.97B
AUM Growth
+$614M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$99M
2
+$69.3M
3
+$33M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.9M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$18.8M

Top Sells

1
+$22.4M
2
+$15.7M
3
+$12.9M
4
IRBT icon
iRobot
IRBT
+$12.7M
5
SBAC icon
SBA Communications
SBAC
+$10.4M

Sector Composition

1 Communication Services 5.73%
2 Industrials 5.47%
3 Financials 5.11%
4 Materials 4.52%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.6M 0.57%
417,954
+112,760
52
$22.5M 0.57%
344,192
-113,439
53
$21.8M 0.55%
474,252
+121,856
54
$21.4M 0.54%
1,458,900
+110,620
55
$21.1M 0.53%
186,044
-70,979
56
$20.3M 0.51%
161,437
-44,484
57
$20.1M 0.51%
505,877
-26,682
58
$20M 0.5%
638,695
-166,443
59
$19.8M 0.5%
246,950
-3,990
60
$19.8M 0.5%
849,098
+41,324
61
$19.7M 0.5%
342,098
-70,921
62
$19.6M 0.49%
238,646
-28,154
63
$18.9M 0.47%
557,056
-739
64
$18.8M 0.47%
204,092
+14,460
65
$18.8M 0.47%
138,337
+13,203
66
$18.3M 0.46%
212,557
+16,649
67
$18M 0.45%
301,945
+28,919
68
$17.9M 0.45%
+148,039
69
$17.8M 0.45%
961,335
+916,380
70
$17.7M 0.45%
+134,444
71
$17.7M 0.45%
224,813
+23,530
72
$17.7M 0.44%
411,275
+30,457
73
$17.5M 0.44%
500,046
+35,267
74
$17.5M 0.44%
153,607
+16,321
75
$17M 0.43%
+103,986
1 2
3
4 5