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
$1.52B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$14.6M
3
+$11.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.21M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.91M

Top Sells

1
+$10.5M
2
+$4.33M
3
+$1.71M
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$654K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$498K

Sector Composition

1 Industrials 6.19%
2 Communication Services 5.82%
3 Financials 5.56%
4 Healthcare 4.69%
5 Consumer Staples 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.93M 0.39%
135,743
+17,625
77
$5.92M 0.39%
222,949
+28,609
78
$5.79M 0.38%
213,382
+31,352
79
$5.77M 0.38%
90,900
+11,387
80
$5.63M 0.37%
131,667
+22,969
81
$5.44M 0.36%
281,896
+29,724
82
$5.28M 0.35%
302,350
+42,211
83
$5.17M 0.34%
168,274
+45,433
84
$4.98M 0.33%
125,659
+20,119
85
$4.95M 0.33%
169,765
+21,194
86
$4.56M 0.3%
153,595
+31,081
87
$4.24M 0.28%
108,056
-974
88
$4.24M 0.28%
336,201
-9,054
89
$3.83M 0.25%
258,125
+15,198
90
$3.77M 0.25%
136,892
+6,144
91
$3.66M 0.24%
+313,908
92
$3.33M 0.22%
220,796
-13,763
93
$1.87M 0.12%
14,369
+319
94
$1.87M 0.12%
20,792
+1,250
95
$1.85M 0.12%
30,028
+2,188
96
$1.68M 0.11%
17,983
+2,386
97
$1.66M 0.11%
50,738
+5,298
98
$1.66M 0.11%
16,801
+2,480
99
$1.65M 0.11%
26,357
+2,976
100
$1.6M 0.11%
39,070
+3,884
2 3
4
5 6