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
$4.57B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$62.9M
3
+$59.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$46.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.6M

Top Sells

1
+$24.1M
2
+$17.5M
3
+$17M
4
SANM icon
Sanmina
SANM
+$16.5M
5
SMG icon
ScottsMiracle-Gro
SMG
+$13.8M

Sector Composition

1 Industrials 5.37%
2 Communication Services 5.25%
3 Financials 4.56%
4 Consumer Staples 4.14%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.95M 0.2%
186,847
+71,122
102
$8.47M 0.19%
221,803
+52,175
103
$8.19M 0.18%
135,090
+57,625
104
$8.17M 0.18%
136,492
+57,107
105
$8.13M 0.18%
48,661
+28,490
106
$6.7M 0.15%
114,205
+1,095
107
$6.65M 0.15%
167,010
-26,021
108
$6.55M 0.14%
337,801
-44,067
109
$6.5M 0.14%
42,416
-1,935
110
$6.39M 0.14%
69,908
-2,231
111
$6.17M 0.14%
118,245
+110,241
112
$6.06M 0.13%
120,950
-9,299
113
$5.77M 0.13%
178,029
+165,725
114
$5.63M 0.12%
110,258
-6,245
115
$5.52M 0.12%
71,877
-4,071
116
$5.44M 0.12%
88,897
-1,392
117
$5.13M 0.11%
81,728
-5,597
118
$4.99M 0.11%
32,532
+22,951
119
$4.84M 0.11%
82,076
-1,867
120
$4.82M 0.11%
158,452
+147,994
121
$4.67M 0.1%
84,533
-1,859
122
$4.4M 0.1%
46,914
+36,513
123
$4.39M 0.1%
79,246
+721
124
$4.35M 0.1%
29,592
+23,148
125
$4.17M 0.09%
48,710
+40,163
3 4
5
6 7