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
$444M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$8.78M
3
+$6.32M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.99M
5
IAU icon
iShares Gold Trust
IAU
+$3.78M

Top Sells

1
+$1.84M
2
+$719K
3
+$338K
4
PMC
PharMerica Corporation
PMC
+$68.2K
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.36K

Sector Composition

1 Industrials 6.29%
2 Financials 6.03%
3 Healthcare 5.22%
4 Utilities 4.94%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.13M 0.7%
44,798
+9,660
77
$2.61M 0.59%
26,747
-7,377
78
$1.04M 0.23%
+28,386
79
$802K 0.18%
+56,955
80
$628K 0.14%
5,557
-12
81
$552K 0.12%
7,561
+152
82
$285K 0.06%
3,790
+230
83
$243K 0.05%
+1,942
84
$210K 0.05%
+1,121
85
$203K 0.05%
+1,744
86
$173K 0.04%
+28,250
87
$135K 0.03%
+10,000
88
– –
-16,884
89
– –
-22,982
1 2 3
4