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
$2.97B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$21.1M
3
+$20.2M
4
COST icon
Costco
COST
+$18.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$15.3M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$13.5M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$13M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$8.77M

Sector Composition

1 Industrials 6.37%
2 Communication Services 5.88%
3 Financials 5.16%
4 Utilities 4.53%
5 Energy 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.7M 0.43%
341,985
+36,155
77
$12.6M 0.42%
123,950
-50,851
78
$12.5M 0.42%
150,951
+16,389
79
$12M 0.4%
371,441
+57,610
80
$12M 0.4%
179,208
+20,494
81
$11.9M 0.4%
1,232,840
+181,380
82
$10.9M 0.37%
234,562
+30,776
83
$10.8M 0.36%
293,834
+39,763
84
$10.6M 0.36%
242,128
+14,174
85
$10.5M 0.35%
383,002
+81,364
86
$10.2M 0.34%
257,773
+53,376
87
$10.2M 0.34%
260,303
+90,853
88
$10M 0.34%
367,842
+140,168
89
$9.12M 0.31%
+334,187
90
$9.1M 0.31%
+125,763
91
$8.63M 0.29%
299,833
+61,337
92
$8.36M 0.28%
743,350
+158,165
93
$8.28M 0.28%
193,977
+19,251
94
$8.2M 0.28%
+597,011
95
$5.68M 0.19%
44,319
+2,223
96
$4.97M 0.17%
34,605
+7,274
97
$4.43M 0.15%
65,756
+7,717
98
$4.39M 0.15%
111,536
+15,233
99
$4.39M 0.15%
92,190
+12,733
100
$4.36M 0.15%
37,186
+6,148
2 3
4
5 6