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
$2.6B
AUM Growth
+$430M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$20.7M
3
+$15.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$15.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.4M

Top Sells

1
+$9.66M
2
+$7.19M
3
+$5.06M
4
EGBN icon
Eagle Bancorp
EGBN
+$289K
5
LVS icon
Las Vegas Sands
LVS
+$243K

Sector Composition

1 Industrials 6.47%
2 Communication Services 5.83%
3 Utilities 4.96%
4 Financials 4.63%
5 Consumer Staples 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.88M 0.07%
39,154
-6,000
127
$1.83M 0.07%
+21,589
128
$1.59M 0.06%
+10,500
129
$973K 0.04%
8,537
-25
130
$885K 0.03%
7,732
+2,270
131
$867K 0.03%
8,811
+2,633
132
$852K 0.03%
8,319
+2,362
133
$810K 0.03%
+17,792
134
$790K 0.03%
+13,700
135
$691K 0.03%
4,895
+1,601
136
$584K 0.02%
4,577
+1,176
137
$576K 0.02%
5,559
-350
138
$568K 0.02%
+6,420
139
$536K 0.02%
5,632
+1,670
140
$468K 0.02%
5,553
+2,490
141
$448K 0.02%
15,615
-19
142
$413K 0.02%
5,989
+1,044
143
$407K 0.02%
+4,505
144
$374K 0.01%
2,575
-320
145
$359K 0.01%
12,695
+72
146
$346K 0.01%
+9,840
147
$308K 0.01%
5,406
-60
148
$303K 0.01%
2,979
+71
149
$292K 0.01%
35,238
+2,358
150
$292K 0.01%
3,511
+124
3 4 5
6
7