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
$5.13B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$37.8M
3
+$28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.2M
5
BKR icon
Baker Hughes
BKR
+$22.1M

Top Sells

1
+$31.5M
2
+$28.1M
3
+$15.8M
4
LOW icon
Lowe's Companies
LOW
+$7.61M
5
CWT icon
California Water Service
CWT
+$4.67M

Sector Composition

1 Communication Services 5.4%
2 Industrials 4.93%
3 Financials 4.55%
4 Consumer Staples 4.29%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$25.3M 0.49%
106,843
+6,752
52
$24.9M 0.48%
182,009
+10,813
53
$24.8M 0.48%
167,907
+12,341
54
$24.3M 0.47%
1,156,487
+177,694
55
$24.2M 0.47%
2,384,436
-151,800
56
$24.2M 0.47%
927,801
+52,086
57
$23.8M 0.46%
528,016
+33,886
58
$23.5M 0.46%
286,639
+25,067
59
$23.4M 0.46%
250,621
+22,869
60
$23.2M 0.45%
1,021,110
+98,460
61
$23.1M 0.45%
779,959
+66,091
62
$22.6M 0.44%
173,700
+17,021
63
$22.6M 0.44%
277,398
+29,985
64
$22.6M 0.44%
215,943
+3,712
65
$22.1M 0.43%
184,367
+13,049
66
$22.1M 0.43%
+603,145
67
$21.8M 0.42%
406,143
+36,537
68
$21.6M 0.42%
115,757
+14,519
69
$21M 0.41%
374,138
+32,832
70
$20.1M 0.39%
221,806
+6,675
71
$19M 0.37%
572,512
+22,210
72
$19M 0.37%
108,971
+5,119
73
$18.9M 0.37%
354,522
+40,520
74
$18.8M 0.37%
204,704
+7,984
75
$18.4M 0.36%
230,029
-95,135
1 2
3
4 5