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
$10.5B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$42M
3
+$40.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$33M

Top Sells

1
+$33.5M
2
+$32.4M
3
+$30.7M
4
MA icon
Mastercard
MA
+$8.53M
5
VRSK icon
Verisk Analytics
VRSK
+$6.36M

Sector Composition

1 Consumer Staples 4.58%
2 Industrials 4.53%
3 Utilities 4.4%
4 Communication Services 4.04%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.2M 0.11%
280,880
+6,344
127
$9.9M 0.09%
133,250
+5,111
128
$9.88M 0.09%
453,349
+63,092
129
$9.34M 0.09%
107,761
+7,783
130
$8.45M 0.08%
161,138
-29,401
131
$8.33M 0.08%
38,781
-32
132
$7.82M 0.07%
168,340
+6,400
133
$7.17M 0.07%
95,585
+5,054
134
$7.07M 0.07%
60,763
-2,041
135
$6.59M 0.06%
119,644
+6,487
136
$6.57M 0.06%
64,270
+11,660
137
$6.5M 0.06%
143,832
-7,083
138
$6.5M 0.06%
133,635
+8,503
139
$6.43M 0.06%
90,135
+5,303
140
$6.33M 0.06%
69,565
+4,446
141
$6M 0.06%
165,088
+10,537
142
$5.88M 0.06%
183,026
+16,973
143
$5.74M 0.05%
162,604
+14,392
144
$5.66M 0.05%
247,560
+20,383
145
$5.53M 0.05%
69,524
-1,997
146
$5.34M 0.05%
248,847
+24,629
147
$5.14M 0.05%
110,514
+11,806
148
$4.96M 0.05%
235,080
+32,592
149
$4.64M 0.04%
423,191
-3,171
150
$4.49M 0.04%
+37,280
4 5
6
7 8