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
$7.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.5M
3
+$44.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.8M
5
EVRG icon
Evergy
EVRG
+$21.8M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$16.6M
4
S
Sprint Corporation
S
+$10.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$4.77M

Sector Composition

1 Communication Services 4.94%
2 Consumer Staples 4.32%
3 Industrials 4.16%
4 Financials 4.04%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16M 0.22%
426,334
+61,036
102
$15M 0.21%
396,902
+54,678
103
$14.8M 0.21%
132,279
+2,325
104
$13.6M 0.19%
319,031
+153,583
105
$13M 0.18%
98,653
+30,699
106
$12.8M 0.18%
239,321
-5,368
107
$12.6M 0.18%
598,586
+321,838
108
$12.5M 0.18%
322,173
-8,795
109
$12.4M 0.17%
107,086
+24,375
110
$11.6M 0.16%
522,615
-34,379
111
$11.5M 0.16%
182,238
+19,153
112
$11.4M 0.16%
248,062
-4,908
113
$11.1M 0.16%
282,619
-5,879
114
$10.5M 0.15%
129,839
+22,654
115
$9.54M 0.13%
71,054
+17,950
116
$9.38M 0.13%
356,961
-5,829
117
$8.88M 0.13%
113,800
+12,592
118
$8.43M 0.12%
53,503
+8,770
119
$8.3M 0.12%
78,992
+14,325
120
$8.03M 0.11%
70,566
+8,165
121
$7.78M 0.11%
71,470
+16,711
122
$6.83M 0.1%
84,833
+22,014
123
$5.92M 0.08%
134,305
+8,552
124
$5.85M 0.08%
37,330
-630
125
$5.82M 0.08%
107,953
+4,074
3 4
5
6 7