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
$19.9B
AUM Growth
+$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$94M
3
+$85.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$80.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$77.1M

Top Sells

1
+$119M
2
+$99.9M
3
+$37.2M
4
CRL icon
Charles River Laboratories
CRL
+$30.4M
5
AA icon
Alcoa
AA
+$9.47M

Sector Composition

1 Technology 6.57%
2 Communication Services 4.27%
3 Consumer Discretionary 4.11%
4 Consumer Staples 3.87%
5 Financials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61.1M 0.31%
566,565
+6,905
77
$61M 0.31%
1,140,834
+43,833
78
$59.4M 0.3%
726,296
+63,948
79
$58.6M 0.29%
141,982
-73,597
80
$58.5M 0.29%
134,705
+1,531
81
$57.9M 0.29%
511,549
+16,255
82
$57.1M 0.29%
1,551,989
+49,446
83
$57M 0.29%
901,816
+53,354
84
$55.3M 0.28%
2,237,739
+91,775
85
$54.8M 0.28%
777,223
+17,531
86
$54.3M 0.27%
538,701
+15,318
87
$54.1M 0.27%
2,651,712
+35,917
88
$53.8M 0.27%
1,009,288
+45,178
89
$53.7M 0.27%
1,197,557
-12,449
90
$52.9M 0.27%
881,523
+26,851
91
$52.3M 0.26%
113,937
+2,989
92
$52M 0.26%
3,105,740
+81,702
93
$51.5M 0.26%
606,890
+22,014
94
$51.2M 0.26%
232,609
+7,151
95
$51.1M 0.26%
848,370
+25,480
96
$50.9M 0.26%
2,337,229
+182,775
97
$50.8M 0.26%
113,918
+3,560
98
$49.1M 0.25%
903,898
+41,397
99
$46.4M 0.23%
1,586,324
+116,881
100
$45.3M 0.23%
1,983,174
-239,230
2 3
4
5 6