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
$10.5B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$42M
3
+$40.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$33M

Top Sells

1
+$33.5M
2
+$32.4M
3
+$30.7M
4
MA icon
Mastercard
MA
+$8.53M
5
VRSK icon
Verisk Analytics
VRSK
+$6.36M

Sector Composition

1 Consumer Staples 4.58%
2 Industrials 4.53%
3 Utilities 4.4%
4 Communication Services 4.04%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36.2M 0.34%
228,638
-40,250
77
$35.9M 0.34%
801,890
+15,620
78
$35.5M 0.34%
481,569
+20,758
79
$35.4M 0.34%
284,900
+17,579
80
$35M 0.33%
133,180
+3,273
81
$33.5M 0.32%
160,598
+155,612
82
$33.2M 0.32%
495,691
+492,641
83
$32.7M 0.31%
840,469
+14,598
84
$32.7M 0.31%
1,409,930
-51,235
85
$32.7M 0.31%
490,626
+14,924
86
$32.3M 0.31%
334,216
+17,756
87
$32M 0.31%
329,797
+15,284
88
$31.9M 0.3%
982,146
+156,704
89
$31.6M 0.3%
309,916
+10,183
90
$31.5M 0.3%
950,458
+39,580
91
$31.3M 0.3%
977,317
-175,297
92
$30.5M 0.29%
1,867,099
+98,501
93
$29.3M 0.28%
147,907
+12,292
94
$28.6M 0.27%
306,147
+2,880
95
$28.3M 0.27%
1,284,355
+73,240
96
$28.2M 0.27%
559,593
+27,336
97
$27M 0.26%
+564,701
98
$26.7M 0.26%
336,853
+15,628
99
$25.5M 0.24%
913,298
+32,981
100
$24.9M 0.24%
657,603
+38,867
2 3
4
5 6