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
$5.13B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$37.8M
3
+$28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.2M
5
BKR icon
Baker Hughes
BKR
+$22.1M

Top Sells

1
+$31.5M
2
+$28.1M
3
+$15.8M
4
LOW icon
Lowe's Companies
LOW
+$7.61M
5
CWT icon
California Water Service
CWT
+$4.67M

Sector Composition

1 Communication Services 5.4%
2 Industrials 4.93%
3 Financials 4.55%
4 Consumer Staples 4.29%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18.1M 0.35%
125,855
+5,180
77
$17.8M 0.35%
628,271
+46,281
78
$17.7M 0.34%
359,969
+173,122
79
$17.1M 0.33%
196,917
+20,664
80
$17.1M 0.33%
349,809
+104,145
81
$16.9M 0.33%
368,504
-4,573
82
$16.8M 0.33%
172,551
+9,144
83
$16.5M 0.32%
447,835
+25,514
84
$16.2M 0.32%
706,607
-72,150
85
$15.3M 0.3%
1,392,865
+71,677
86
$15.1M 0.29%
139,623
+10,966
87
$15.1M 0.29%
354,250
+257,335
88
$14.7M 0.29%
80,259
+14,871
89
$13.6M 0.26%
355,487
-122,466
90
$13.3M 0.26%
215,590
+80,500
91
$13.2M 0.26%
305,368
-18,100
92
$13M 0.25%
120,607
-7,063
93
$12.9M 0.25%
51,324
-592
94
$12.8M 0.25%
163,337
+31,585
95
$12.4M 0.24%
252,933
-14,808
96
$11.9M 0.23%
174,570
+37,048
97
$11.7M 0.23%
181,682
+45,190
98
$11.6M 0.23%
61,723
+13,062
99
$11.3M 0.22%
146,319
+9,809
100
$10.9M 0.21%
264,033
-60,468
2 3
4
5 6