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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$40.9M
3
+$40.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$30.7M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.9M

Top Sells

1
+$135M
2
+$61.2M
3
+$21.9M
4
UPS icon
United Parcel Service
UPS
+$17.4M
5
AAPL icon
Apple
AAPL
+$10.2M

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 4.27%
3 Communication Services 4.06%
4 Materials 3.87%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$41.9M 0.32%
1,684,300
+1,118,450
77
$41.3M 0.31%
494,281
+11,181
78
$40.9M 0.31%
+369,904
79
$40.7M 0.31%
+103,099
80
$40.6M 0.31%
265,541
-2,326
81
$40.3M 0.3%
441,157
+5,221
82
$39.5M 0.3%
441,941
+7,053
83
$39.2M 0.3%
2,166,006
+78,120
84
$36.6M 0.28%
468,509
+14,769
85
$36.3M 0.27%
1,540,135
-3,910
86
$35.4M 0.27%
101,639
+1,032
87
$34.9M 0.26%
320,204
+23,068
88
$34.1M 0.26%
618,815
-3,139
89
$33.8M 0.25%
1,242,191
-137,395
90
$32.6M 0.25%
753,203
+127,566
91
$32.1M 0.24%
193,706
-1,553
92
$31.9M 0.24%
187,782
+2,958
93
$31.6M 0.24%
866,947
+69,748
94
$31.4M 0.24%
607,323
+8,266
95
$31.2M 0.24%
2,529,583
-10,864
96
$30.4M 0.23%
754,778
+9,281
97
$29.5M 0.22%
1,548,338
+28,423
98
$29.4M 0.22%
696,961
+22,559
99
$27.2M 0.2%
364,624
-21,593
100
$26.7M 0.2%
1,539,425
+38,584
2 3
4
5 6