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
$10.5B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$42M
3
+$40.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$33M

Top Sells

1
+$33.5M
2
+$32.4M
3
+$30.7M
4
MA icon
Mastercard
MA
+$8.53M
5
VRSK icon
Verisk Analytics
VRSK
+$6.36M

Sector Composition

1 Consumer Staples 4.58%
2 Industrials 4.53%
3 Utilities 4.4%
4 Communication Services 4.04%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$47M 0.45%
490,469
+18,707
52
$46.6M 0.44%
313,950
+14,952
53
$46.6M 0.44%
495,661
+27,787
54
$46M 0.44%
2,232,350
+81,035
55
$44.6M 0.43%
230,421
+1,839
56
$43.9M 0.42%
696,034
+41,325
57
$43.9M 0.42%
201,814
+9,873
58
$43.7M 0.42%
595,025
-25,517
59
$43M 0.41%
253,857
+248,070
60
$42.1M 0.4%
325,304
+19,089
61
$41.7M 0.4%
834,918
+682,206
62
$41M 0.39%
481,493
+31,873
63
$40.3M 0.38%
173,867
+10,896
64
$39.7M 0.38%
965,866
+62,749
65
$39.6M 0.38%
1,258,672
+67,586
66
$38.9M 0.37%
1,206,331
+94,867
67
$38.6M 0.37%
280,567
-7,075
68
$38.5M 0.37%
190,756
+2,708
69
$38.2M 0.36%
751,018
+57,402
70
$37.7M 0.36%
1,104,971
+40,067
71
$37.3M 0.36%
798,154
+61,511
72
$37.1M 0.35%
1,386,370
+111,380
73
$36.9M 0.35%
1,236,706
+230,870
74
$36.8M 0.35%
8,446,680
+792,280
75
$36.5M 0.35%
320,096
+10,995
1 2
3
4 5