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
$2.17B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$74.3M
2
+$46.3M
3
+$40.9M
4
DD
Du Pont De Nemours E I
DD
+$12.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.6M

Top Sells

1
+$40.2M
2
+$36.6M
3
+$36.2M
4
NRG icon
NRG Energy
NRG
+$4.33M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.94M

Sector Composition

1 Industrials 6.84%
2 Communication Services 6.28%
3 Financials 5.25%
4 Utilities 4.75%
5 Consumer Staples 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.68M 0.12%
45,434
+7,543
102
$2.65M 0.12%
51,265
+8,946
103
$2.63M 0.12%
41,583
+6,544
104
$2.63M 0.12%
64,308
+19,683
105
$2.62M 0.12%
42,593
+6,959
106
$2.6M 0.12%
81,479
+24,659
107
$2.59M 0.12%
38,888
+6,209
108
$2.57M 0.12%
79,552
+18,325
109
$2.44M 0.11%
38,726
+11,908
110
$2.44M 0.11%
21,284
+6,905
111
$2.42M 0.11%
47,995
+12,235
112
$2.35M 0.11%
39,712
+7,942
113
$2.3M 0.11%
20,609
+11,428
114
$2.29M 0.11%
15,302
+3,250
115
$2.22M 0.1%
60,360
+14,807
116
$2.2M 0.1%
43,021
+16,087
117
$2.17M 0.1%
+45,154
118
$2.1M 0.1%
117,317
+102,906
119
$2.08M 0.1%
+34,835
120
$2.04M 0.09%
50,704
+19,712
121
$1.97M 0.09%
63,714
-69,845
122
$1.9M 0.09%
40,763
+20,590
123
$1.87M 0.09%
40,437
+15,634
124
$1.43M 0.07%
11,831
+6,824
125
$1M 0.05%
4,887
-176,062
3 4
5
6 7