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
$2.17B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$74.3M
2
+$46.3M
3
+$40.9M
4
DD
Du Pont De Nemours E I
DD
+$12.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.6M

Top Sells

1
+$40.2M
2
+$36.6M
3
+$36.2M
4
NRG icon
NRG Energy
NRG
+$4.33M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.94M

Sector Composition

1 Industrials 6.84%
2 Communication Services 6.28%
3 Financials 5.25%
4 Utilities 4.75%
5 Consumer Staples 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.46M 0.44%
182,274
+25,880
77
$9.35M 0.43%
176,970
+22,660
78
$9.31M 0.43%
199,078
+56,490
79
$9.25M 0.43%
904,480
+99,510
80
$8.99M 0.41%
118,444
+12,732
81
$8.94M 0.41%
406,642
+76,516
82
$8.28M 0.38%
177,674
+48,783
83
$8.26M 0.38%
275,754
+94,242
84
$8.15M 0.38%
63,359
+8,015
85
$7.35M 0.34%
208,331
+19,230
86
$7.22M 0.33%
362,957
+73,497
87
$7.19M 0.33%
325,099
+43,739
88
$7.13M 0.33%
251,547
+104,798
89
$6.94M 0.32%
208,791
+67,056
90
$5.65M 0.26%
374,534
+79,979
91
$4.59M 0.21%
545,524
+158,417
92
$3.6M 0.17%
+91,219
93
$3.19M 0.15%
22,519
+5,355
94
$3.13M 0.14%
27,405
+1,604
95
$2.89M 0.13%
26,716
+3,528
96
$2.85M 0.13%
57,360
+8,130
97
$2.84M 0.13%
22,568
+2,626
98
$2.77M 0.13%
68,036
+9,142
99
$2.75M 0.13%
66,686
+16,210
100
$2.72M 0.13%
86,410
+14,092
2 3
4
5 6