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
$1.44B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$13.5M
3
+$13.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.5M
5
CVS icon
CVS Health
CVS
+$11.7M

Top Sells

1
+$10.2M
2
+$9.01M
3
+$9.01M
4
MCD icon
McDonald's
MCD
+$7.99M
5
CRR
Carbo Ceramics Inc.
CRR
+$3M

Sector Composition

1 Industrials 6.26%
2 Financials 5.87%
3 Communication Services 5.76%
4 Healthcare 4.98%
5 Energy 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.89M 0.41%
255,305
+37,902
77
$5.88M 0.41%
237,405
+33,063
78
$5.65M 0.39%
+79,513
79
$5.62M 0.39%
242,927
+34,343
80
$5.62M 0.39%
105,540
+20,106
81
$5.51M 0.38%
270,245
+44,346
82
$5.18M 0.36%
108,698
+17,347
83
$5.17M 0.36%
109,030
-35,533
84
$5M 0.35%
122,514
+102,325
85
$4.99M 0.35%
252,172
+31,604
86
$4.78M 0.33%
+148,571
87
$4.72M 0.33%
234,559
+48,674
88
$4.33M 0.3%
1,790,186
+443,961
89
$4M 0.28%
37,379
+3,341
90
$3.99M 0.28%
122,841
+53,642
91
$3.99M 0.28%
345,255
+103,102
92
$3.84M 0.27%
130,748
+13,236
93
$1.91M 0.13%
14,050
+3,630
94
$1.69M 0.12%
19,542
+5,645
95
$1.61M 0.11%
+55,582
96
$1.54M 0.11%
15,597
+3,495
97
$1.53M 0.11%
40,000
+5,627
98
$1.53M 0.11%
27,840
+5,796
99
$1.5M 0.1%
21,735
+4,065
100
$1.5M 0.1%
23,381
+4,791
2 3
4
5 6