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
$315M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$40.5M
2 +$18M
3 +$12.7M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$9.81M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.38M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 6.21%
2 Financials 6.04%
3 Healthcare 5.59%
4 Communication Services 5.38%
5 Utilities 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.84M 0.58%
+22,982
77
$1.74M 0.55%
+68,847
78
$1.51M 0.48%
+65,483
79
$612K 0.19%
+5,569
80
$528K 0.17%
+7,409
81
$338K 0.11%
+16,884
82
$268K 0.09%
+3,560