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
$777M
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$10.5M
3
+$8.52M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.28M

Top Sells

1
+$5.03M
2
+$4.83M
3
+$3.06M
4
CALM icon
Cal-Maine
CALM
+$3.04M
5
WIN
Windstream Holdings Inc
WIN
+$2.36M

Sector Composition

1 Industrials 6.23%
2 Financials 5.74%
3 Communication Services 5.32%
4 Healthcare 4.86%
5 Technology 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$444K 0.06%
+3,160
102
$438K 0.06%
+6,583
103
$432K 0.06%
+4,254
104
$424K 0.05%
+9,510
105
$421K 0.05%
+6,996
106
$416K 0.05%
+4,752
107
$411K 0.05%
+10,745
108
$404K 0.05%
28,979
-13,978
109
$400K 0.05%
+5,351
110
$397K 0.05%
+8,353
111
$396K 0.05%
+14,946
112
$395K 0.05%
+5,797
113
$394K 0.05%
+10,438
114
$391K 0.05%
+114,640
115
$390K 0.05%
+5,097
116
$384K 0.05%
+9,924
117
$382K 0.05%
+11,430
118
$380K 0.05%
+8,717
119
$377K 0.05%
+7,701
120
$376K 0.05%
+2,912
121
$375K 0.05%
+7,426
122
$375K 0.05%
+3,979
123
$366K 0.05%
+5,666
124
$364K 0.05%
+13,848
125
$362K 0.05%
+7,912
2 3 4
5
6