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
$7.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.5M
3
+$44.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.8M
5
EVRG icon
Evergy
EVRG
+$21.8M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$16.6M
4
S
Sprint Corporation
S
+$10.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$4.77M

Sector Composition

1 Communication Services 4.94%
2 Consumer Staples 4.32%
3 Industrials 4.16%
4 Financials 4.04%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.81M 0.08%
68,401
-16,388
127
$5.52M 0.08%
103,728
+14,488
128
$5.42M 0.08%
181,998
+54,090
129
$5.09M 0.07%
114,641
+9,821
130
$5.07M 0.07%
64,423
-1,562
131
$4.92M 0.07%
104,622
+6,187
132
$4.89M 0.07%
16,664
+1,091
133
$4.67M 0.07%
25,093
+5,575
134
$4.32M 0.06%
130,416
+11,538
135
$4.2M 0.06%
95,369
+14,281
136
$4.08M 0.06%
160,300
+21,658
137
$3.99M 0.06%
317,590
+80,258
138
$3.96M 0.06%
69,194
+8,023
139
$3.89M 0.05%
60,981
+11,463
140
$3.79M 0.05%
70,573
+9,797
141
$3.75M 0.05%
329,198
+67,705
142
$3.7M 0.05%
54,127
+8,436
143
$3.47M 0.05%
118,561
+19,492
144
$3.38M 0.05%
44,316
+8,035
145
$3.36M 0.05%
132,427
+24,761
146
$3.33M 0.05%
114,297
+33,136
147
$3.03M 0.04%
154,667
+40,593
148
$2.99M 0.04%
129,391
+64,774
149
$2.93M 0.04%
147,159
-239,605
150
$2.8M 0.04%
114,975
+71,306
4 5
6
7 8