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
$4.57B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$62.9M
3
+$59.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$46.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.6M

Top Sells

1
+$24.1M
2
+$17.5M
3
+$17M
4
SANM icon
Sanmina
SANM
+$16.5M
5
SMG icon
ScottsMiracle-Gro
SMG
+$13.8M

Sector Composition

1 Industrials 5.37%
2 Communication Services 5.25%
3 Financials 4.56%
4 Consumer Staples 4.14%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17.6M 0.39%
477,953
-22,093
77
$17.4M 0.38%
101,238
+37,774
78
$16.3M 0.36%
120,675
+157
79
$16.3M 0.36%
422,321
-7,515
80
$15.8M 0.35%
114,871
-23,466
81
$15.1M 0.33%
128,657
+7,553
82
$14.9M 0.33%
373,077
+41,640
83
$14.7M 0.32%
1,321,188
-960,541
84
$14.6M 0.32%
163,407
-153,943
85
$12.9M 0.28%
127,670
-9,821
86
$12.8M 0.28%
324,501
-4,241
87
$12.8M 0.28%
581,990
+73,278
88
$12.6M 0.27%
51,916
-2,085
89
$12.3M 0.27%
176,253
+171,462
90
$11.8M 0.26%
134,885
-11,067
91
$11.1M 0.24%
245,664
+155,774
92
$11.1M 0.24%
65,388
+19,286
93
$10.8M 0.24%
623,349
-60,611
94
$10.7M 0.24%
267,741
-143,534
95
$9.81M 0.21%
214,822
-19,719
96
$9.71M 0.21%
323,468
-36,698
97
$9.66M 0.21%
131,752
+43,547
98
$9.14M 0.2%
312,050
+303,828
99
$9.13M 0.2%
136,510
+132,781
100
$9.13M 0.2%
137,522
+49,261
2 3
4
5 6