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
$978M
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$13.9M
3
+$11.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$8.97M
5
BAX icon
Baxter International
BAX
+$7.72M

Top Sells

1
+$7.06M
2
+$3.18M
3
+$2.78M
4
SMTC icon
Semtech
SMTC
+$2.13M
5
CCOI icon
Cogent Communications
CCOI
+$1.61M

Sector Composition

1 Industrials 6.83%
2 Financials 5.94%
3 Communication Services 5.16%
4 Healthcare 4.97%
5 Utilities 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$769K 0.08%
4,830
+1,670
102
$765K 0.08%
12,220
+5,224
103
$758K 0.08%
16,854
+6,109
104
$753K 0.08%
8,089
+3,337
105
$741K 0.08%
18,066
+7,628
106
$730K 0.07%
23,586
+8,640
107
$729K 0.07%
25,433
-31,377
108
$723K 0.07%
12,378
+4,677
109
$720K 0.07%
14,972
+5,462
110
$718K 0.07%
10,231
+4,434
111
$716K 0.07%
8,940
-277
112
$708K 0.07%
9,521
+4,170
113
$695K 0.07%
18,696
+7,266
114
$694K 0.07%
13,012
+5,586
115
$692K 0.07%
13,486
+5,133
116
$685K 0.07%
13,958
+5,241
117
$671K 0.07%
5,181
+2,269
118
$642K 0.07%
5,719
+1,958
119
$642K 0.07%
23,620
+9,772
120
$635K 0.06%
20,769
+8,688
121
$619K 0.06%
11,419
+2,497
122
$617K 0.06%
15,218
+5,294
123
$596K 0.06%
8,181
+2,515
124
$567K 0.06%
+14,317
125
$566K 0.06%
8,190
+3,093
2 3 4
5
6