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
$2.97B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$55.4M
2
+$21.1M
3
+$20.2M
4
COST icon
Costco
COST
+$18.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$15.3M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$13.5M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$13M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$8.77M

Sector Composition

1 Industrials 6.37%
2 Communication Services 5.88%
3 Financials 5.16%
4 Utilities 4.53%
5 Energy 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.45M 0.05%
7,817
-2,683
127
$1.16M 0.04%
10,295
+1,758
128
$1.13M 0.04%
10,650
+2,331
129
$1.09M 0.04%
5,075
-98,690
130
$1.08M 0.04%
10,055
+2,323
131
$1.08M 0.04%
11,439
+2,628
132
$871K 0.03%
7,929
+2,370
133
$813K 0.03%
5,995
+1,100
134
$700K 0.02%
7,262
+1,630
135
$674K 0.02%
5,270
+693
136
$616K 0.02%
10,000
-3,700
137
$550K 0.02%
+2,385
138
$507K 0.02%
16,148
+533
139
$483K 0.02%
27,700
+7,700
140
$474K 0.02%
11,820
+1,980
141
$452K 0.02%
12,623
-72
142
$410K 0.01%
2,712
+137
143
$380K 0.01%
3,779
-726
144
$365K 0.01%
4,456
+1,362
145
$340K 0.01%
+4,775
146
$329K 0.01%
+10,710
147
$307K 0.01%
+8,269
148
$302K 0.01%
3,626
+115
149
$295K 0.01%
3,815
+451
150
$292K 0.01%
4,642
-1,347
4 5
6
7 8