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
$2.6B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$20.7M
3
+$15.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$15.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.4M

Top Sells

1
+$9.66M
2
+$7.19M
3
+$5.06M
4
EGBN icon
Eagle Bancorp
EGBN
+$289K
5
LVS icon
Las Vegas Sands
LVS
+$243K

Sector Composition

1 Industrials 6.47%
2 Communication Services 5.83%
3 Utilities 4.96%
4 Financials 4.63%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.9M 0.46%
254,071
+186,035
77
$11.2M 0.43%
468,832
+62,190
78
$11.1M 0.43%
134,562
+16,118
79
$10.9M 0.42%
+238,496
80
$10.8M 0.42%
154,619
+115,731
81
$10.5M 0.4%
158,714
-76,300
82
$10.5M 0.4%
232,931
+33,853
83
$10.5M 0.4%
203,786
+26,816
84
$9.69M 0.37%
313,831
+38,077
85
$9.62M 0.37%
1,051,460
+146,980
86
$9.43M 0.36%
301,638
+50,091
87
$9.06M 0.35%
204,397
+22,123
88
$8.6M 0.33%
200,793
+193,440
89
$8.21M 0.32%
169,450
+8,484
90
$8M 0.31%
227,954
+19,623
91
$7.71M 0.3%
174,726
+83,507
92
$7.01M 0.27%
183,669
+5,995
93
$6.8M 0.26%
227,674
+18,883
94
$5.89M 0.23%
585,185
+39,661
95
$5.46M 0.21%
367,536
-6,998
96
$4.81M 0.19%
42,096
+14,691
97
$3.96M 0.15%
27,331
+4,812
98
$3.77M 0.14%
31,038
+4,322
99
$3.68M 0.14%
69,064
+11,704
100
$3.65M 0.14%
51,217
+9,634
2 3
4
5 6