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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$40.9M
3
+$40.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$30.7M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.9M

Top Sells

1
+$135M
2
+$61.2M
3
+$21.9M
4
UPS icon
United Parcel Service
UPS
+$17.4M
5
AAPL icon
Apple
AAPL
+$10.2M

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 4.27%
3 Communication Services 4.06%
4 Materials 3.87%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$55.1M 0.42%
765,516
+69,774
52
$53.8M 0.41%
1,038,927
+32,897
53
$53.8M 0.41%
361,028
+8,646
54
$53.5M 0.4%
473,167
+3,219
55
$53.3M 0.4%
287,831
+1,853
56
$52.5M 0.4%
1,129,253
+19,251
57
$52.3M 0.39%
225,084
+3,759
58
$51.6M 0.39%
2,222,874
+70,490
59
$49.6M 0.37%
2,060,855
+40,815
60
$49.5M 0.37%
218,716
-4,632
61
$49.1M 0.37%
298,538
+9,120
62
$48.6M 0.37%
984,828
+21,754
63
$48.5M 0.37%
547,552
+7,193
64
$47.9M 0.36%
883,579
+7,769
65
$47.3M 0.36%
1,359,044
+37,509
66
$46.3M 0.35%
234,843
+130,490
67
$46.1M 0.35%
1,026,794
+49,783
68
$45.9M 0.35%
974,807
-9,469
69
$45.4M 0.34%
1,516,881
+17,517
70
$44.5M 0.34%
266,847
-104,562
71
$44.2M 0.33%
696,924
+2,615
72
$44.1M 0.33%
2,049,393
-11,408
73
$43.3M 0.33%
554,719
-714
74
$42.2M 0.32%
126,102
-16,559
75
$41.9M 0.32%
209,724
+26,159
1 2
3
4 5