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
$604M
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$8.41M
3
+$6.33M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$4.47M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.43M

Top Sells

1
+$587K
2
+$183K
3
+$135K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$62.9K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$18.5K

Sector Composition

1 Industrials 6.05%
2 Financials 5.91%
3 Utilities 5.15%
4 Healthcare 5.14%
5 Communication Services 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.15M 0.52%
109,540
-20,425
77
$2.66M 0.44%
26,129
-618
78
$1.32M 0.22%
30,810
+2,424
79
$1.28M 0.21%
+55,264
80
$660K 0.11%
5,638
+81
81
$598K 0.1%
7,794
+233
82
$563K 0.09%
42,957
-13,998
83
$277K 0.05%
3,553
-237
84
$269K 0.04%
1,373
+252
85
$256K 0.04%
2,025
+83
86
$206K 0.03%
1,733
-11
87
$191K 0.03%
26,750
-1,500
88
– –
-10,000
1 2 3
4