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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$40.9M
3
+$40.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$30.7M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.9M

Top Sells

1
+$135M
2
+$61.2M
3
+$21.9M
4
UPS icon
United Parcel Service
UPS
+$17.4M
5
AAPL icon
Apple
AAPL
+$10.2M

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 4.27%
3 Communication Services 4.06%
4 Materials 3.87%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.7M 0.2%
457,567
-67,037
102
$26.5M 0.2%
521,815
-3,336
103
$26.1M 0.2%
193,855
+5,347
104
$25.1M 0.19%
328,809
+48,184
105
$24.7M 0.19%
1,860,302
+36,207
106
$24M 0.18%
348,185
+4,558
107
$23.8M 0.18%
184,218
+10,302
108
$22.7M 0.17%
364,225
-23,792
109
$20.5M 0.15%
788,114
+184,158
110
$19.9M 0.15%
143,851
+5,577
111
$19.7M 0.15%
1,313,136
+124,259
112
$19.3M 0.15%
241,596
+198,188
113
$18.2M 0.14%
931,944
+109,937
114
$17.5M 0.13%
99,492
+3,215
115
$17.4M 0.13%
1,773,361
+263,434
116
$16.6M 0.12%
279,211
+275,221
117
$16.2M 0.12%
99,303
+5,201
118
$16M 0.12%
146,769
-2,692
119
$14.4M 0.11%
140,889
+3,496
120
$14.3M 0.11%
233,121
+14,180
121
$13.6M 0.1%
454,963
+438,763
122
$12.9M 0.1%
+611,397
123
$12M 0.09%
297,165
+20,221
124
$11.7M 0.09%
231,560
-36,727
125
$11.3M 0.09%
319,099
-5,863
3 4
5
6 7