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
$19.9B
AUM Growth
+$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$94M
3
+$85.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$80.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$77.1M

Top Sells

1
+$119M
2
+$99.9M
3
+$37.2M
4
CRL icon
Charles River Laboratories
CRL
+$30.4M
5
AA icon
Alcoa
AA
+$9.47M

Sector Composition

1 Technology 6.57%
2 Communication Services 4.27%
3 Consumer Discretionary 4.11%
4 Consumer Staples 3.87%
5 Financials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$44.6M 0.22%
717,408
+32,353
102
$44.2M 0.22%
562,920
+106,820
103
$44.2M 0.22%
958,949
+46,213
104
$44.2M 0.22%
254,883
+9,882
105
$43.7M 0.22%
1,565,896
+77,447
106
$43.5M 0.22%
601,270
-29,212
107
$43.1M 0.22%
721,269
+23,143
108
$42.7M 0.21%
445,589
-65,526
109
$41.8M 0.21%
163,016
-27,075
110
$41.3M 0.21%
2,651,948
+177,176
111
$41M 0.21%
737,945
+25,764
112
$38.9M 0.2%
2,223,033
+65,955
113
$38.7M 0.19%
277,884
+11,606
114
$33.1M 0.17%
163,170
+5,323
115
$33M 0.17%
385,493
+11,050
116
$32.3M 0.16%
+448,816
117
$31.9M 0.16%
218,245
+3,675
118
$29.6M 0.15%
196,812
+6,805
119
$29.4M 0.15%
163,902
+7,429
120
$25.5M 0.13%
115,832
+6,202
121
$22.2M 0.11%
371,749
+29,867
122
$22.2M 0.11%
157,688
+3,317
123
$21.9M 0.11%
92,584
-2,130
124
$20.8M 0.1%
281,065
+3,808
125
$20.6M 0.1%
438,266
+19,811
3 4
5
6 7