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
$6.42B
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$55M
3
+$43M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$38.9M
5
GILD icon
Gilead Sciences
GILD
+$29.5M

Top Sells

1
+$37.7M
2
+$29M
3
+$23M
4
MON
Monsanto Co
MON
+$21.3M
5
CVS icon
CVS Health
CVS
+$16M

Sector Composition

1 Communication Services 4.89%
2 Industrials 4.36%
3 Consumer Staples 4.3%
4 Financials 4.17%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.75M 0.09%
125,753
+9,048
127
$5.35M 0.08%
103,879
+6,096
128
$5.22M 0.08%
65,985
+1,071
129
$5.03M 0.08%
89,240
-24,853
130
$5.01M 0.08%
+62,819
131
$4.1M 0.06%
+127,908
132
$3.97M 0.06%
276,748
+148,283
133
$3.95M 0.06%
104,820
+13,035
134
$3.93M 0.06%
15,573
+2,339
135
$3.84M 0.06%
98,435
+12,102
136
$3.77M 0.06%
118,878
+13,314
137
$3.38M 0.05%
81,088
+9,671
138
$3.32M 0.05%
19,518
+6,194
139
$3.29M 0.05%
61,171
+7,220
140
$3.02M 0.05%
45,691
+9,026
141
$3.02M 0.05%
+60,776
142
$2.88M 0.04%
114,074
+30,650
143
$2.87M 0.04%
10,892
-41,456
144
$2.85M 0.04%
49,518
+14,421
145
$2.72M 0.04%
81,161
+20,826
146
$2.63M 0.04%
24,172
-668
147
$2.59M 0.04%
99,069
+24,840
148
$2.57M 0.04%
138,642
+49,930
149
$2.53M 0.04%
64,617
+23,384
150
$2.48M 0.04%
261,493
+181,392
4 5
6
7 8