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
$6.42B
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$55M
3
+$43M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$38.9M
5
GILD icon
Gilead Sciences
GILD
+$29.5M

Top Sells

1
+$37.7M
2
+$29M
3
+$23M
4
MON
Monsanto Co
MON
+$21.3M
5
CVS icon
CVS Health
CVS
+$16M

Sector Composition

1 Communication Services 4.89%
2 Industrials 4.36%
3 Consumer Staples 4.3%
4 Financials 4.17%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30.2M 0.47%
178,864
-5,865
52
$29.9M 0.47%
271,636
+208,632
53
$29.8M 0.46%
493,419
+119,345
54
$29.5M 0.46%
+390,744
55
$29.2M 0.46%
279,188
-8,732
56
$29.2M 0.45%
504,431
+61,924
57
$28.4M 0.44%
221,698
+29,043
58
$28.2M 0.44%
651,230
+149,209
59
$27.9M 0.43%
641,658
+65,902
60
$27.6M 0.43%
452,409
+42,631
61
$27.6M 0.43%
348,243
-25,403
62
$27.5M 0.43%
985,122
-198,223
63
$27.3M 0.42%
159,871
+28,486
64
$27.1M 0.42%
1,005,554
+157,360
65
$26.8M 0.42%
600,515
+187,010
66
$26.5M 0.41%
354,814
+47,856
67
$26.1M 0.41%
500,769
+354,294
68
$25.9M 0.4%
245,339
+11,569
69
$25.3M 0.39%
391,678
+183,819
70
$25.1M 0.39%
281,002
+99,315
71
$24.8M 0.39%
893,312
+433,784
72
$24.5M 0.38%
115,963
-213
73
$23.8M 0.37%
230,672
+13,752
74
$23.8M 0.37%
1,338,960
+222,690
75
$23.5M 0.37%
160,519
+10,006
1 2
3
4 5