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
$3.97B
AUM Growth
+$614M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$99M
2
+$69.3M
3
+$33M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.9M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$18.8M

Top Sells

1
+$22.4M
2
+$15.7M
3
+$12.9M
4
IRBT icon
iRobot
IRBT
+$12.7M
5
SBAC icon
SBA Communications
SBAC
+$10.4M

Sector Composition

1 Communication Services 5.73%
2 Industrials 5.47%
3 Financials 5.11%
4 Materials 4.52%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.35M 0.06%
16,897
-8,160
127
$2.19M 0.06%
19,386
+5,824
128
$2.18M 0.05%
127,159
-325,245
129
$2.12M 0.05%
79,869
-321,820
130
$2.07M 0.05%
17,446
+3,819
131
$1.98M 0.05%
34,154
-27
132
$1.73M 0.04%
12,250
+3,611
133
$1.71M 0.04%
12,902
-29,700
134
$1.69M 0.04%
17,912
+2,722
135
$1.67M 0.04%
66,682
-235,588
136
$1.62M 0.04%
+13,266
137
$1.53M 0.04%
71,200
-197,165
138
$1.48M 0.04%
15,350
+6,188
139
$1.41M 0.04%
9,581
+4,116
140
$1.25M 0.03%
23,805
-427,586
141
$1.07M 0.03%
6,444
+3,815
142
$984K 0.02%
+10,795
143
$972K 0.02%
22,880
+4,760
144
$928K 0.02%
10,401
+6,051
145
$924K 0.02%
27,379
+5,344
146
$809K 0.02%
+9,823
147
$782K 0.02%
+8,547
148
$757K 0.02%
15,721
-52,601
149
$738K 0.02%
18,673
+12,415
150
$711K 0.02%
+12,458
4 5
6
7 8