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
$777M
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$10.5M
3
+$8.52M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.28M

Top Sells

1
+$5.03M
2
+$4.83M
3
+$3.06M
4
CALM icon
Cal-Maine
CALM
+$3.04M
5
WIN
Windstream Holdings Inc
WIN
+$2.36M

Sector Composition

1 Industrials 6.23%
2 Financials 5.74%
3 Communication Services 5.32%
4 Healthcare 4.86%
5 Technology 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.23M 0.42%
60,542
-13,705
77
$3.07M 0.39%
147,061
-112,119
78
$3.01M 0.39%
+84,898
79
$3M 0.39%
29,618
+3,489
80
$2.97M 0.38%
+53,899
81
$2.87M 0.37%
+252,803
82
$2.85M 0.37%
+138,009
83
$2.78M 0.36%
+111,902
84
$2.7M 0.35%
+114,719
85
$2.66M 0.34%
+150,550
86
$2.61M 0.34%
+39,723
87
$1.94M 0.25%
77,164
+21,900
88
$1.46M 0.19%
+24,724
89
$1.46M 0.19%
56,810
-119,211
90
$1.45M 0.19%
7,353
+5,980
91
$1.09M 0.14%
30,806
-4
92
$995K 0.13%
+42,110
93
$883K 0.11%
7,984
+2,346
94
$699K 0.09%
9,217
+1,423
95
$664K 0.09%
+10,304
96
$653K 0.08%
4,728
+2,703
97
$505K 0.07%
+8,922
98
$492K 0.06%
+6,229
99
$479K 0.06%
+4,497
100
$449K 0.06%
+3,761
2 3
4
5 6