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
$2.97B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$21.1M
3
+$20.2M
4
COST icon
Costco
COST
+$18.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$15.3M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$13.5M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$13M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$8.77M

Sector Composition

1 Industrials 6.37%
2 Communication Services 5.88%
3 Financials 5.16%
4 Utilities 4.53%
5 Energy 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.28M 0.14%
68,434
+15,274
102
$4.22M 0.14%
123,329
+18,327
103
$4.17M 0.14%
70,647
+11,015
104
$4.17M 0.14%
34,399
+6,238
105
$3.96M 0.13%
60,387
+10,522
106
$3.94M 0.13%
62,321
+7,992
107
$3.94M 0.13%
34,301
+5,805
108
$3.93M 0.13%
75,502
+12,727
109
$3.86M 0.13%
98,747
+17,555
110
$3.85M 0.13%
32,421
+6,004
111
$3.85M 0.13%
60,524
+9,307
112
$3.83M 0.13%
23,179
+3,889
113
$3.79M 0.13%
68,792
+15,660
114
$3.75M 0.13%
58,955
+9,992
115
$3.71M 0.13%
85,076
+22,329
116
$3.71M 0.12%
51,422
-186,873
117
$3.65M 0.12%
59,172
+10,624
118
$3.64M 0.12%
93,118
+17,274
119
$3.55M 0.12%
67,993
+21,801
120
$3.53M 0.12%
128,393
+31,153
121
$3.51M 0.12%
+222,670
122
$3.49M 0.12%
92,926
+12,013
123
$3.34M 0.11%
119,156
+25,546
124
$2.55M 0.09%
19,879
+3,283
125
$1.91M 0.06%
39,181
+27
3 4
5
6 7