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
$3.36B
AUM Growth
+$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$24.2M
3
+$24M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$17.8M

Top Sells

1
+$2.14M
2
+$930K
3
+$846K
4
CVS icon
CVS Health
CVS
+$824K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$544K

Sector Composition

1 Industrials 6.52%
2 Financials 6.01%
3 Communication Services 5.93%
4 Materials 4.61%
5 Energy 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.6M 0.17%
104,383
+12,193
102
$5.49M 0.16%
42,602
+8,203
103
$5.3M 0.16%
76,082
+7,648
104
$5.28M 0.16%
100,929
+8,003
105
$5.17M 0.15%
72,896
+10,575
106
$5.09M 0.15%
107,489
+14,371
107
$5.05M 0.15%
43,871
+6,685
108
$4.96M 0.15%
121,498
+9,962
109
$4.96M 0.15%
76,107
+10,351
110
$4.96M 0.15%
98,915
+13,839
111
$4.95M 0.15%
40,670
+6,369
112
$4.8M 0.14%
69,603
+10,648
113
$4.65M 0.14%
80,209
+11,417
114
$4.64M 0.14%
82,629
+11,982
115
$4.54M 0.14%
143,413
+20,084
116
$4.51M 0.13%
117,304
+18,557
117
$4.44M 0.13%
37,917
+5,496
118
$4.33M 0.13%
140,641
+21,485
119
$4.32M 0.13%
60,710
+9,288
120
$4.32M 0.13%
69,924
+9,400
121
$4.31M 0.13%
87,578
+12,076
122
$4.3M 0.13%
70,826
+11,654
123
$3.69M 0.11%
72,655
+4,662
124
$3.63M 0.11%
24,821
+1,642
125
$3.41M 0.1%
143,239
+14,846
3 4
5
6 7