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
$19.2B
AUM Growth
+$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$96.3M
2
+$92.4M
3
+$56.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$55.9M
5
TSLA icon
Tesla
TSLA
+$55.9M

Top Sells

1
+$34.6M
2
+$32.5M
3
+$26.9M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$20.6M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$15.8M

Sector Composition

1 Technology 6.37%
2 Communication Services 4.25%
3 Consumer Discretionary 4.09%
4 Materials 3.95%
5 Financials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$44.1M 0.23%
822,890
+53,986
102
$43.3M 0.23%
698,126
+39,663
103
$42M 0.22%
712,181
+39,844
104
$41.7M 0.22%
912,736
+64,416
105
$41.6M 0.22%
1,488,449
+111,123
106
$41.4M 0.22%
685,055
+48,365
107
$41.2M 0.21%
214,570
+13,489
108
$40.7M 0.21%
2,474,772
+331,960
109
$40.1M 0.21%
2,157,078
+103,647
110
$40M 0.21%
1,469,443
+180,571
111
$38.5M 0.2%
363,690
+125,171
112
$37.6M 0.2%
2,154,454
+286,151
113
$36.9M 0.19%
266,278
+16,195
114
$36.7M 0.19%
374,443
+8,409
115
$35.5M 0.18%
456,100
+29,831
116
$31.3M 0.16%
1,409,079
+67,856
117
$30.6M 0.16%
157,847
-46,381
118
$28.6M 0.15%
156,473
+8,792
119
$28.2M 0.15%
190,007
+17,921
120
$26.3M 0.14%
109,630
+100,815
121
$22.5M 0.12%
94,714
-5,262
122
$22.2M 0.12%
154,371
+2,590
123
$21M 0.11%
277,257
-6,267
124
$20.2M 0.1%
341,882
+38,904
125
$19.3M 0.1%
418,455
+18,697
3 4
5
6 7