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
$4.57B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$62.9M
3
+$59.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$46.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.6M

Top Sells

1
+$24.1M
2
+$17.5M
3
+$17M
4
SANM icon
Sanmina
SANM
+$16.5M
5
SMG icon
ScottsMiracle-Gro
SMG
+$13.8M

Sector Composition

1 Industrials 5.37%
2 Communication Services 5.25%
3 Financials 4.56%
4 Consumer Staples 4.14%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.7M 0.5%
171,196
+23,157
52
$22.3M 0.49%
155,566
+21,122
53
$22.2M 0.49%
922,650
-38,685
54
$22.2M 0.49%
100,091
-29,998
55
$22.2M 0.49%
494,130
-119,178
56
$22.1M 0.48%
875,715
-234,246
57
$21.8M 0.48%
667,979
-243,153
58
$21.8M 0.48%
1,457,640
-1,260
59
$21.7M 0.48%
143,892
+26,383
60
$21.6M 0.47%
369,606
+27,508
61
$21.2M 0.47%
212,231
+8,139
62
$21.1M 0.46%
261,572
+22,926
63
$20.7M 0.45%
156,679
+29,593
64
$20.3M 0.45%
713,868
+75,173
65
$20.3M 0.44%
171,318
+17,711
66
$19.9M 0.44%
247,413
+22,600
67
$19.8M 0.43%
341,306
+39,361
68
$19.7M 0.43%
227,752
+217,929
69
$19.1M 0.42%
778,757
-70,341
70
$19.1M 0.42%
196,720
-15,837
71
$18.6M 0.41%
314,002
+37,902
72
$18.3M 0.4%
550,302
+34,645
73
$18.2M 0.4%
103,852
+6,382
74
$18.1M 0.4%
215,131
-148,376
75
$18.1M 0.4%
978,793
+69,976
1 2
3
4 5