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
$3.36B
AUM Growth
+$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$24.2M
3
+$24M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$17.8M

Top Sells

1
+$2.14M
2
+$930K
3
+$846K
4
CVS icon
CVS Health
CVS
+$824K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$544K

Sector Composition

1 Industrials 6.52%
2 Financials 6.01%
3 Communication Services 5.93%
4 Materials 4.61%
5 Energy 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.3M 0.1%
25,057
+5,178
127
$3.02M 0.09%
68,322
+61,850
128
$2.08M 0.06%
34,181
-5,000
129
$2.01M 0.06%
228,028
+5,358
130
$1.53M 0.05%
13,627
+2,977
131
$1.52M 0.05%
15,190
+3,751
132
$1.45M 0.04%
13,562
+3,507
133
$1.4M 0.04%
7,791
-26
134
$1.29M 0.04%
11,912
+1,617
135
$1.16M 0.03%
8,639
+2,644
136
$1.13M 0.03%
+13,086
137
$959K 0.03%
9,162
+1,900
138
$733K 0.02%
5,465
+195
139
$718K 0.02%
18,120
+6,300
140
$666K 0.02%
22,035
+5,887
141
$647K 0.02%
+2,876
142
$640K 0.02%
+44,955
143
$615K 0.02%
13,166
+543
144
$518K 0.02%
7,500
-2,500
145
$517K 0.02%
+4,367
146
$493K 0.01%
2,347
-38
147
$484K 0.01%
7,155
+2,513
148
$470K 0.01%
3,779
149
$417K 0.01%
2,629
-83
150
$410K 0.01%
12,395
+1,685
4 5
6
7 8