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
$15.7B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$63M
2
+$42.5M
3
+$42.5M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$38.2M
5
APD icon
Air Products & Chemicals
APD
+$36.7M

Top Sells

1
+$21.4M
2
+$17M
3
+$16.4M
4
CMCSA icon
Comcast
CMCSA
+$16.4M
5
ADM icon
Archer Daniels Midland
ADM
+$16.3M

Sector Composition

1 Technology 6.21%
2 Materials 4.41%
3 Consumer Discretionary 4.27%
4 Communication Services 4.03%
5 Consumer Staples 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48.8M 0.31%
225,408
+15,684
77
$48.5M 0.31%
973,594
-65,333
78
$48.4M 0.31%
482,349
+13,840
79
$47.4M 0.3%
2,182,488
+133,095
80
$47.2M 0.3%
126,643
+541
81
$46.8M 0.3%
277,904
+11,057
82
$46.5M 0.3%
107,820
+4,721
83
$45.9M 0.29%
1,545,785
+5,650
84
$45.3M 0.29%
1,098,050
-518,459
85
$45.2M 0.29%
885,916
+18,969
86
$44.5M 0.28%
101,866
+227
87
$43.8M 0.28%
731,471
+34,547
88
$42.9M 0.27%
156,936
+134,301
89
$42.5M 0.27%
+918,940
90
$41.5M 0.27%
734,242
-18,961
91
$41.4M 0.26%
1,987,055
+126,753
92
$41.4M 0.26%
629,365
+22,042
93
$40.7M 0.26%
806,846
-322,407
94
$38.9M 0.25%
2,848,723
+319,140
95
$38M 0.24%
200,985
+13,203
96
$37.2M 0.24%
787,624
+32,846
97
$36.9M 0.24%
428,377
+99,568
98
$36.1M 0.23%
1,281,782
+39,591
99
$35.6M 0.23%
521,760
+64,193
100
$35.4M 0.23%
721,327
+24,366
2 3
4
5 6