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
$777M
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$10.5M
3
+$8.52M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.28M

Top Sells

1
+$5.03M
2
+$4.83M
3
+$3.06M
4
CALM icon
Cal-Maine
CALM
+$3.04M
5
WIN
Windstream Holdings Inc
WIN
+$2.36M

Sector Composition

1 Industrials 6.23%
2 Financials 5.74%
3 Communication Services 5.32%
4 Healthcare 4.86%
5 Technology 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$355K 0.05%
+12,081
127
$345K 0.04%
+1,860
128
$326K 0.04%
+5,088
129
$275K 0.04%
3,577
+24
130
$271K 0.03%
4,718
-84,161
131
$267K 0.03%
+1,472
132
$189K 0.02%
+5,858
133
$115K 0.01%
26,750
134
$106K 0.01%
+5,000
135
– –
-1,733
136
– –
-152,012
2 3 4 5
6