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
$2.17B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$74.3M
2
+$46.3M
3
+$40.9M
4
DD
Du Pont De Nemours E I
DD
+$12.3M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.6M

Top Sells

1
+$40.2M
2
+$36.6M
3
+$36.2M
4
NRG icon
NRG Energy
NRG
+$4.33M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.94M

Sector Composition

1 Industrials 6.84%
2 Communication Services 6.28%
3 Financials 5.25%
4 Utilities 4.75%
5 Consumer Staples 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$956K 0.04%
8,562
+2,041
127
$587K 0.03%
5,462
+2,754
128
$585K 0.03%
5,957
+3,173
129
$573K 0.03%
6,178
+3,229
130
$537K 0.02%
5,909
131
$518K 0.02%
12,623
132
$454K 0.02%
3,401
-374
133
$446K 0.02%
3,294
+1,720
134
$445K 0.02%
15,634
-1,546
135
$419K 0.02%
2,895
-668
136
$340K 0.02%
+3,962
137
$317K 0.01%
7,353
-849,918
138
$310K 0.01%
+4,945
139
$285K 0.01%
2,908
+114
140
$284K 0.01%
+5,466
141
$275K 0.01%
3,387
-349
142
$268K 0.01%
32,880
-66
143
$254K 0.01%
3,063
-484,684
144
$243K 0.01%
+4,699
145
$233K 0.01%
15,000
146
$222K 0.01%
+2,690
147
$215K 0.01%
+3,577
148
$182K 0.01%
+3,500
149
$116K 0.01%
17,000
-1,500
150
$110K 0.01%
14,128
3 4 5
6
7