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
$5.13B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$37.8M
3
+$28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.2M
5
BKR icon
Baker Hughes
BKR
+$22.1M

Top Sells

1
+$31.5M
2
+$28.1M
3
+$15.8M
4
LOW icon
Lowe's Companies
LOW
+$7.61M
5
CWT icon
California Water Service
CWT
+$4.67M

Sector Composition

1 Communication Services 5.4%
2 Industrials 4.93%
3 Financials 4.55%
4 Consumer Staples 4.29%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.56M 0.09%
61,799
+25,850
127
$4.51M 0.09%
30,669
+7,852
128
$4.21M 0.08%
45,670
+14,831
129
$4.2M 0.08%
30,344
+9,592
130
$4.06M 0.08%
74,915
-6,813
131
$4M 0.08%
77,302
-1,944
132
$3.93M 0.08%
39,287
+10,028
133
$3.87M 0.08%
164,899
+6,447
134
$3.72M 0.07%
39,709
+14,240
135
$3.36M 0.07%
30,139
+12,660
136
$3.15M 0.06%
111,128
+48,371
137
$3.01M 0.06%
80,214
-41
138
$3M 0.06%
60,902
+1,603
139
$2.83M 0.06%
98,696
+4,158
140
$2.79M 0.05%
49,010
+1,196
141
$2.78M 0.05%
103,057
-63,953
142
$2.74M 0.05%
73,803
+1,992
143
$2.64M 0.05%
36,891
+1,008
144
$2.52M 0.05%
60,347
+1,097
145
$2.46M 0.05%
93,647
+11,818
146
$2.42M 0.05%
21,823
-1,749
147
$2.36M 0.05%
81,208
+14,377
148
$2.35M 0.05%
79,050
+10,873
149
$2.29M 0.04%
34,235
+81
150
$2.13M 0.04%
64,358
+10,229
4 5
6
7 8