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
$1.44B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$13.5M
3
+$13.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.5M
5
CVS icon
CVS Health
CVS
+$11.7M

Top Sells

1
+$10.2M
2
+$9.01M
3
+$9.01M
4
MCD icon
McDonald's
MCD
+$7.99M
5
CRR
Carbo Ceramics Inc.
CRR
+$3M

Sector Composition

1 Industrials 6.26%
2 Financials 5.87%
3 Communication Services 5.76%
4 Healthcare 4.98%
5 Energy 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.1%
43,951
+8,608
102
$1.45M 0.1%
35,186
+7,228
103
$1.4M 0.1%
32,658
+6,662
104
$1.39M 0.1%
8,878
+1,814
105
$1.39M 0.1%
14,321
-82,473
106
$1.38M 0.1%
24,344
+5,130
107
$1.38M 0.1%
19,298
+3,969
108
$1.37M 0.09%
45,440
+11,772
109
$1.32M 0.09%
23,302
+5,218
110
$1.31M 0.09%
32,040
+6,952
111
$1.29M 0.09%
18,765
+5,198
112
$1.29M 0.09%
23,194
+5,055
113
$1.26M 0.09%
10,331
+2,430
114
$1.24M 0.09%
19,496
+4,641
115
$1.23M 0.09%
28,772
+7,489
116
$1.23M 0.09%
19,943
+5,029
117
$1.23M 0.09%
25,839
+5,974
118
$1.2M 0.08%
19,104
+4,456
119
$1.2M 0.08%
15,016
+4,439
120
$1.18M 0.08%
17,258
+4,490
121
$1.08M 0.07%
35,721
+10,695
122
$673K 0.05%
5,544
+578
123
$654K 0.05%
19,222
+10,184
124
$576K 0.04%
2,799
-1,261
125
$540K 0.04%
13,523
2 3 4
5
6