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
$6.42B
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$55M
3
+$43M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$38.9M
5
GILD icon
Gilead Sciences
GILD
+$29.5M

Top Sells

1
+$37.7M
2
+$29M
3
+$23M
4
MON
Monsanto Co
MON
+$21.3M
5
CVS icon
CVS Health
CVS
+$16M

Sector Composition

1 Communication Services 4.89%
2 Industrials 4.36%
3 Consumer Staples 4.3%
4 Financials 4.17%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23.3M 0.36%
513,166
+32,058
77
$23.1M 0.36%
249,240
+27,793
78
$23M 0.36%
323,570
-59,739
79
$22.3M 0.35%
365,036
+87,409
80
$22.2M 0.35%
129,927
-2,392
81
$21.4M 0.33%
225,350
+16,101
82
$21.3M 0.33%
625,037
+21,893
83
$20.2M 0.31%
240,180
+44,284
84
$19.8M 0.31%
485,376
+144,896
85
$19.5M 0.3%
1,716,672
+231,881
86
$19.5M 0.3%
187,218
+39,778
87
$19.3M 0.3%
92,981
+19,246
88
$18.3M 0.29%
321,967
+66,416
89
$18.2M 0.28%
740,184
+83,960
90
$18M 0.28%
205,505
-12,991
91
$17.8M 0.28%
274,769
+55,731
92
$17.8M 0.28%
177,272
+109,139
93
$17.6M 0.27%
205,530
+19,761
94
$17M 0.27%
+183,656
95
$16.6M 0.26%
522,188
+166,212
96
$16.6M 0.26%
586,560
+340,242
97
$16.2M 0.25%
430,543
+122,450
98
$15.9M 0.25%
133,329
+30,831
99
$15.8M 0.25%
88,654
+20,153
100
$14.8M 0.23%
365,298
+59,527
2 3
4
5 6