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
$1.52B
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$14.6M
3
+$11.3M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.21M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.91M

Top Sells

1
+$10.5M
2
+$4.33M
3
+$1.71M
4
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$654K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$498K

Sector Composition

1 Industrials 6.19%
2 Communication Services 5.82%
3 Financials 5.56%
4 Healthcare 4.69%
5 Consumer Staples 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.56M 0.1%
27,798
+3,454
102
$1.52M 0.1%
44,706
+4,706
103
$1.51M 0.1%
24,828
+3,093
104
$1.5M 0.1%
33,648
+4,876
105
$1.5M 0.1%
30,083
+4,244
106
$1.47M 0.1%
37,446
+4,788
107
$1.46M 0.1%
40,448
+8,408
108
$1.41M 0.09%
+56,096
109
$1.37M 0.09%
50,070
+6,119
110
$1.36M 0.09%
26,654
+3,352
111
$1.35M 0.09%
31,736
+27,365
112
$1.34M 0.09%
28,533
+5,339
113
$1.33M 0.09%
9,620
+742
114
$1.29M 0.08%
23,072
+3,774
115
$1.27M 0.08%
21,808
+3,043
116
$1.27M 0.08%
12,442
+2,111
117
$1.26M 0.08%
23,498
+4,002
118
$1.17M 0.08%
24,443
+5,339
119
$1.16M 0.08%
46,179
+10,458
120
$1.16M 0.08%
23,953
+4,010
121
$1.08M 0.07%
17,957
+2,941
122
$1.07M 0.07%
21,327
+4,069
123
$1.05M 0.07%
42,923
-12,659
124
$673K 0.04%
6,230
+686
125
$599K 0.04%
8,143
+1,739
3 4
5
6 7