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
$7.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.5M
3
+$44.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.8M
5
EVRG icon
Evergy
EVRG
+$21.8M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$16.6M
4
S
Sprint Corporation
S
+$10.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$4.77M

Sector Composition

1 Communication Services 4.94%
2 Consumer Staples 4.32%
3 Industrials 4.16%
4 Financials 4.04%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32.3M 0.45%
551,154
+26,626
52
$32.2M 0.45%
587,069
+28,629
53
$32.1M 0.45%
701,364
+50,134
54
$32M 0.45%
301,048
+21,860
55
$31.8M 0.45%
304,983
+33,347
56
$31.6M 0.45%
958,191
+64,879
57
$31.6M 0.45%
382,547
+27,733
58
$31.4M 0.44%
401,751
+53,508
59
$31.1M 0.44%
439,485
+48,741
60
$30.9M 0.44%
494,417
+42,008
61
$30.8M 0.43%
666,097
+65,582
62
$30.8M 0.43%
702,072
+60,414
63
$30.2M 0.43%
136,925
+12,595
64
$29.9M 0.42%
216,114
+20,088
65
$29.7M 0.42%
244,973
+23,275
66
$28.6M 0.4%
574,625
+73,856
67
$28.4M 0.4%
527,340
+14,174
68
$28.1M 0.4%
430,512
+38,834
69
$28.1M 0.4%
1,157,604
+152,050
70
$27.5M 0.39%
1,010,150
+25,028
71
$27.1M 0.38%
555,214
+50,783
72
$26.5M 0.37%
334,050
+53,048
73
$26.5M 0.37%
119,174
+3,211
74
$25.6M 0.36%
264,920
+15,680
75
$25.6M 0.36%
306,035
+31,266
1 2
3
4 5