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
$10.5B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$42M
3
+$40.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$33M

Top Sells

1
+$33.5M
2
+$32.4M
3
+$30.7M
4
MA icon
Mastercard
MA
+$8.53M
5
VRSK icon
Verisk Analytics
VRSK
+$6.36M

Sector Composition

1 Consumer Staples 4.58%
2 Industrials 4.53%
3 Utilities 4.4%
4 Communication Services 4.04%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24.9M 0.24%
337,748
+26,007
102
$24.8M 0.24%
595,822
+46,609
103
$23.7M 0.23%
165,324
+9,812
104
$22.8M 0.22%
513,744
-103,679
105
$22M 0.21%
200,016
+2,774
106
$21.5M 0.2%
450,537
+52,693
107
$21.2M 0.2%
+1,381,045
108
$20.5M 0.2%
294,881
-631
109
$19.5M 0.19%
345,616
+1,269
110
$19.2M 0.18%
152,133
+11,774
111
$18.4M 0.18%
291,732
+15,054
112
$17.2M 0.16%
129,625
+4,350
113
$17M 0.16%
940,375
+80,162
114
$16.3M 0.16%
118,835
+8,583
115
$14.5M 0.14%
825,286
-142,896
116
$14.3M 0.14%
147,832
+1,518
117
$14M 0.13%
263,770
+1,744
118
$14M 0.13%
455,709
-13,254
119
$13.9M 0.13%
251,564
+23,776
120
$13.8M 0.13%
88,209
+6,072
121
$13.6M 0.13%
212,098
+11,019
122
$13.5M 0.13%
80,723
+5,066
123
$13.4M 0.13%
112,501
+8,506
124
$11.8M 0.11%
150,756
+18,388
125
$11.2M 0.11%
322,966
+10,749
3 4
5
6 7