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
$3.97B
AUM Growth
+$614M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$99M
2
+$69.3M
3
+$33M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.9M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$18.8M

Top Sells

1
+$22.4M
2
+$15.7M
3
+$12.9M
4
IRBT icon
iRobot
IRBT
+$12.7M
5
SBAC icon
SBA Communications
SBAC
+$10.4M

Sector Composition

1 Communication Services 5.73%
2 Industrials 5.47%
3 Financials 5.11%
4 Materials 4.52%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6.36M 0.16%
88,205
+15,309
102
$5.94M 0.15%
110,646
+9,717
103
$5.88M 0.15%
88,261
+17,435
104
$5.8M 0.15%
130,249
+12,945
105
$5.78M 0.15%
115,725
+28,147
106
$5.76M 0.15%
169,628
+26,215
107
$5.71M 0.14%
44,351
+3,681
108
$5.61M 0.14%
89,890
+13,808
109
$5.5M 0.14%
87,325
+7,116
110
$5.48M 0.14%
90,289
+7,660
111
$5.44M 0.14%
116,503
+9,014
112
$5.36M 0.13%
75,948
+6,345
113
$5.07M 0.13%
42,797
+4,880
114
$5.06M 0.13%
79,385
+18,675
115
$5.01M 0.13%
+77,465
116
$4.96M 0.12%
86,392
+10,285
117
$4.94M 0.12%
107,432
+8,517
118
$4.77M 0.12%
163,835
+23,194
119
$4.76M 0.12%
83,943
+11,288
120
$4.67M 0.12%
78,525
+8,601
121
$3.37M 0.08%
+20,171
122
$2.9M 0.07%
340,649
+112,621
123
$2.67M 0.07%
+170,948
124
$2.55M 0.06%
23,379
+11,467
125
$2.54M 0.06%
59,042
-62,456
3 4
5
6 7