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
$5.13B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$37.8M
3
+$28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.2M
5
BKR icon
Baker Hughes
BKR
+$22.1M

Top Sells

1
+$31.5M
2
+$28.1M
3
+$15.8M
4
LOW icon
Lowe's Companies
LOW
+$7.61M
5
CWT icon
California Water Service
CWT
+$4.67M

Sector Composition

1 Communication Services 5.4%
2 Industrials 4.93%
3 Financials 4.55%
4 Consumer Staples 4.29%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.6M 0.21%
191,460
+73,215
102
$10.2M 0.2%
262,536
+40,733
103
$10.1M 0.2%
334,187
+22,137
104
$9.99M 0.19%
545,962
-77,387
105
$9.85M 0.19%
117,790
-17,095
106
$8.67M 0.17%
53,034
+20,502
107
$8.66M 0.17%
189,663
-25,159
108
$8.58M 0.17%
228,703
+50,674
109
$8.35M 0.16%
+100,311
110
$8.11M 0.16%
77,104
+30,190
111
$7.36M 0.14%
53,074
+23,482
112
$7M 0.14%
184,323
+78,322
113
$6.79M 0.13%
872,562
+379,238
114
$6.75M 0.13%
110,548
-3,657
115
$6.59M 0.13%
84,987
+36,277
116
$6.21M 0.12%
39,613
-2,803
117
$5.96M 0.12%
62,347
-7,561
118
$5.66M 0.11%
148,745
+131,043
119
$5.43M 0.11%
42,244
+12,436
120
$5.31M 0.1%
51,493
+19,744
121
$5.26M 0.1%
108,816
-12,134
122
$5.25M 0.1%
44,933
+13,248
123
$5.22M 0.1%
98,436
-11,822
124
$5.04M 0.1%
82,507
-6,390
125
$4.83M 0.09%
66,129
-5,748
3 4
5
6 7