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
$7.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.5M
3
+$44.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.8M
5
EVRG icon
Evergy
EVRG
+$21.8M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$16.6M
4
S
Sprint Corporation
S
+$10.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$4.77M

Sector Composition

1 Communication Services 4.94%
2 Consumer Staples 4.32%
3 Industrials 4.16%
4 Financials 4.04%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25.4M 0.36%
254,314
+8,975
77
$25.4M 0.36%
167,692
+7,173
78
$25.3M 0.36%
422,873
+57,837
79
$25.2M 0.35%
360,973
+39,006
80
$25.2M 0.35%
244,911
+14,239
81
$24.7M 0.35%
1,841,621
+124,949
82
$23.9M 0.34%
572,360
+86,984
83
$23.4M 0.33%
665,680
+40,643
84
$22.9M 0.32%
281,009
+40,829
85
$22M 0.31%
204,576
+17,358
86
$21.8M 0.31%
+388,940
87
$21.7M 0.31%
111,420
+22,766
88
$21M 0.3%
158,331
+25,002
89
$20.9M 0.29%
+970,568
90
$20.6M 0.29%
242,052
+16,702
91
$20.5M 0.29%
718,790
+132,230
92
$20.1M 0.28%
213,323
+29,667
93
$19.6M 0.28%
101,660
+8,679
94
$18.9M 0.27%
198,168
-7,337
95
$18.9M 0.27%
227,730
+22,200
96
$18.6M 0.26%
353,428
+29,858
97
$18M 0.25%
485,427
+54,884
98
$17.4M 0.25%
865,949
+125,765
99
$16.8M 0.24%
267,025
+73,374
100
$16.2M 0.23%
236,741
+32,616
2 3
4
5 6