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
$4.57B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$62.9M
3
+$59.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$46.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.6M

Top Sells

1
+$24.1M
2
+$17.5M
3
+$17M
4
SANM icon
Sanmina
SANM
+$16.5M
5
SMG icon
ScottsMiracle-Gro
SMG
+$13.8M

Sector Composition

1 Industrials 5.37%
2 Communication Services 5.25%
3 Financials 4.56%
4 Consumer Staples 4.14%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.13M 0.09%
77,580
+64,894
127
$4.1M 0.09%
106,001
+88,980
128
$4.05M 0.09%
493,324
+413,177
129
$4.01M 0.09%
96,915
+81,879
130
$3.63M 0.08%
29,808
+12,362
131
$3.62M 0.08%
31,685
+12,299
132
$3.25M 0.07%
22,817
+5,920
133
$3.04M 0.07%
224,306
+188,193
134
$3.02M 0.07%
29,259
+18,464
135
$2.97M 0.07%
31,749
+26,803
136
$2.97M 0.07%
35,883
-211,067
137
$2.93M 0.06%
20,752
+8,502
138
$2.92M 0.06%
47,814
-394,992
139
$2.87M 0.06%
80,255
-476,801
140
$2.83M 0.06%
30,839
+12,927
141
$2.78M 0.06%
+35,949
142
$2.74M 0.06%
71,811
-434,066
143
$2.6M 0.06%
59,299
-51,347
144
$2.6M 0.06%
23,572
+193
145
$2.58M 0.06%
94,538
-413,224
146
$2.46M 0.05%
59,250
+208
147
$2.25M 0.05%
25,469
+10,119
148
$2.2M 0.05%
+54,129
149
$2.16M 0.05%
34,154
150
$2.15M 0.05%
68,177
+1,495
4 5
6
7 8