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
$19.9B
AUM Growth
+$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$94M
3
+$85.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$80.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$77.1M

Top Sells

1
+$119M
2
+$99.9M
3
+$37.2M
4
CRL icon
Charles River Laboratories
CRL
+$30.4M
5
AA icon
Alcoa
AA
+$9.47M

Sector Composition

1 Technology 6.57%
2 Communication Services 4.27%
3 Consumer Discretionary 4.11%
4 Consumer Staples 3.87%
5 Financials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$76.2M 0.38%
524,965
+9,141
52
$75.9M 0.38%
346,608
+12,439
53
$75.7M 0.38%
270,644
+13,023
54
$75.5M 0.38%
1,755,300
+60,164
55
$75.1M 0.38%
1,104,488
+13,084
56
$74.4M 0.37%
1,265,671
+56,675
57
$73.1M 0.37%
344,563
+12,310
58
$72.9M 0.37%
1,303,959
+56,594
59
$72.7M 0.37%
399,311
+21,746
60
$72.4M 0.36%
350,487
+13,094
61
$70.9M 0.36%
367,666
+7,577
62
$70.2M 0.35%
470,052
+10,618
63
$69.1M 0.35%
1,115,270
+52,984
64
$68.5M 0.34%
607,727
+244,037
65
$68.4M 0.34%
701,231
+30,215
66
$68.1M 0.34%
1,183,703
+47,686
67
$67.3M 0.34%
1,282,256
+62,179
68
$66.8M 0.34%
333,566
+12,813
69
$66.5M 0.33%
312,873
+4,118
70
$66.4M 0.33%
208,018
+4,289
71
$65.4M 0.33%
416,549
+20,879
72
$64.3M 0.32%
308,148
+19,314
73
$64.2M 0.32%
651,398
+36,248
74
$62.7M 0.31%
1,411,218
+89,796
75
$61.4M 0.31%
623,248
+48,778
1 2
3
4 5