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
$3.97B
AUM Growth
+$614M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$99M
2
+$69.3M
3
+$33M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.9M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$18.8M

Top Sells

1
+$22.4M
2
+$15.7M
3
+$12.9M
4
IRBT icon
iRobot
IRBT
+$12.7M
5
SBAC icon
SBA Communications
SBAC
+$10.4M

Sector Composition

1 Communication Services 5.73%
2 Industrials 5.47%
3 Financials 5.11%
4 Materials 4.52%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.8M 0.42%
117,509
+67,317
77
$16.6M 0.42%
515,657
+57,243
78
$15.9M 0.4%
127,086
+83,215
79
$15.6M 0.39%
276,100
+36,599
80
$15.1M 0.38%
97,470
+11,862
81
$14.7M 0.37%
507,762
+46,292
82
$14.5M 0.37%
429,836
+9,192
83
$14.5M 0.36%
121,104
-31,468
84
$14.4M 0.36%
120,518
-87,128
85
$12.7M 0.32%
54,001
-1,588
86
$12.3M 0.31%
137,491
-27,765
87
$12.2M 0.31%
328,742
+47,603
88
$12M 0.3%
908,817
+87,434
89
$11.8M 0.3%
360,166
-80,641
90
$11.5M 0.29%
683,960
+32,636
91
$11.4M 0.29%
+508,712
92
$11.3M 0.29%
145,952
+9,850
93
$10.5M 0.26%
234,541
+19,389
94
$10.3M 0.26%
63,464
+38,643
95
$10.1M 0.25%
381,868
+61,507
96
$9.41M 0.24%
193,031
-79,215
97
$9.29M 0.23%
331,437
+82,983
98
$7.68M 0.19%
46,102
+5,264
99
$6.46M 0.16%
113,110
+8,727
100
$6.37M 0.16%
72,139
+2,624
2 3
4
5 6