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
$3.36B
AUM Growth
+$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$24.2M
3
+$24M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$17.8M

Top Sells

1
+$2.14M
2
+$930K
3
+$846K
4
CVS icon
CVS Health
CVS
+$824K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$544K

Sector Composition

1 Industrials 6.52%
2 Financials 6.01%
3 Communication Services 5.93%
4 Materials 4.61%
5 Energy 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.5M 0.43%
272,246
+22,101
77
$14.4M 0.43%
137,286
+13,336
78
$13.8M 0.41%
420,644
+49,203
79
$13.8M 0.41%
458,414
+46,838
80
$13.5M 0.4%
239,501
+4,939
81
$12.9M 0.38%
298,581
+4,747
82
$12.6M 0.37%
165,256
+14,305
83
$12.4M 0.37%
55,589
+50,514
84
$12.4M 0.37%
281,139
+23,366
85
$12.2M 0.36%
85,608
+5,689
86
$12M 0.36%
205,437
-36,691
87
$11.8M 0.35%
651,324
+54,313
88
$11.7M 0.35%
320,361
+34,495
89
$11.3M 0.34%
401,689
+33,847
90
$11.1M 0.33%
136,102
+10,339
91
$9.79M 0.29%
452,404
+69,402
92
$9.51M 0.28%
821,383
+78,033
93
$9.32M 0.28%
215,152
+21,175
94
$8.01M 0.24%
302,270
-31,917
95
$7.97M 0.24%
248,454
-11,849
96
$7.93M 0.24%
268,365
-31,468
97
$7.16M 0.21%
+88,635
98
$6.66M 0.2%
40,838
+6,233
99
$6M 0.18%
69,515
+9,128
100
$5.78M 0.17%
50,192
+5,873
2 3
4
5 6