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
$12.1B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$40.7M
3
+$37.3M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$37.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35M

Top Sells

1
+$55.6M
2
+$29.2M
3
+$19.3M
4
NVDA icon
NVIDIA
NVDA
+$18.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.3M

Sector Composition

1 Technology 5.6%
2 Communication Services 4.14%
3 Consumer Staples 3.81%
4 Materials 3.76%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$52.1M 0.43%
868,028
+16,076
52
$51.4M 0.42%
205,326
+10,137
53
$51M 0.42%
1,357,779
+33,594
54
$49.8M 0.41%
469,948
+9,955
55
$49.6M 0.41%
899,246
+27,304
56
$49.6M 0.41%
352,382
-32
57
$48.7M 0.4%
285,978
+4,159
58
$48M 0.4%
2,020,040
+463,062
59
$47.8M 0.4%
2,152,384
+713,358
60
$47.8M 0.39%
1,499,364
+16,344
61
$47.1M 0.39%
2,060,801
+96,346
62
$45.4M 0.38%
875,810
+8,357
63
$44.3M 0.37%
1,110,002
+33,842
64
$44.1M 0.36%
555,433
+129,956
65
$43.2M 0.36%
540,359
+10,989
66
$43M 0.36%
963,074
+23,833
67
$42.9M 0.35%
694,309
+111
68
$42.6M 0.35%
221,325
+7,332
69
$42.4M 0.35%
1,544,045
-19,150
70
$41.8M 0.35%
289,418
+9,902
71
$41.3M 0.34%
371,409
+25,929
72
$41M 0.34%
1,321,535
+27,579
73
$40.5M 0.33%
977,011
+259,468
74
$40.4M 0.33%
435,936
+13,134
75
$40.2M 0.33%
483,100
+5,577
1 2
3
4 5