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
$2.6B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$20.7M
3
+$15.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$15.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.4M

Top Sells

1
+$9.66M
2
+$7.19M
3
+$5.06M
4
EGBN icon
Eagle Bancorp
EGBN
+$289K
5
LVS icon
Las Vegas Sands
LVS
+$243K

Sector Composition

1 Industrials 6.47%
2 Communication Services 5.83%
3 Utilities 4.96%
4 Financials 4.63%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.6M 0.14%
54,329
+8,895
102
$3.51M 0.14%
96,303
+16,751
103
$3.48M 0.13%
79,457
+12,771
104
$3.43M 0.13%
28,496
+5,928
105
$3.42M 0.13%
80,913
+17,199
106
$3.37M 0.13%
62,775
+11,510
107
$3.32M 0.13%
81,192
+16,884
108
$3.28M 0.13%
59,632
+11,637
109
$3.26M 0.13%
28,161
+7,552
110
$3.25M 0.13%
105,002
+18,592
111
$3.25M 0.12%
173,429
+56,112
112
$3.16M 0.12%
48,963
+10,237
113
$3.11M 0.12%
58,039
+15,018
114
$3.1M 0.12%
48,548
+13,713
115
$3.1M 0.12%
49,865
+10,153
116
$3M 0.12%
+93,610
117
$2.97M 0.11%
26,417
+5,133
118
$2.95M 0.11%
75,844
+15,484
119
$2.94M 0.11%
19,290
+3,988
120
$2.83M 0.11%
53,160
+12,397
121
$2.82M 0.11%
97,240
+15,761
122
$2.78M 0.11%
53,132
+12,695
123
$2.74M 0.11%
62,747
+12,043
124
$2.55M 0.1%
46,192
+3,599
125
$2.05M 0.08%
16,596
+4,765
3 4
5
6 7