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
$12.1B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$40.7M
3
+$37.3M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$37.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35M

Top Sells

1
+$55.6M
2
+$29.2M
3
+$19.3M
4
NVDA icon
NVIDIA
NVDA
+$18.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.3M

Sector Composition

1 Technology 5.6%
2 Communication Services 4.14%
3 Consumer Staples 3.81%
4 Materials 3.76%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10.9M 0.09%
305,313
-11,408
127
$9.76M 0.08%
140,548
+24,084
128
$9.26M 0.08%
216,803
+18,711
129
$9.11M 0.08%
289,037
-4,655
130
$8.43M 0.07%
193,728
+439
131
$8.41M 0.07%
232,407
-10,694
132
$8.38M 0.07%
19,263
+1,228
133
$8.29M 0.07%
41,433
+7,822
134
$8.23M 0.07%
557,875
+15,222
135
$8.07M 0.07%
154,538
+2,898
136
$7.51M 0.06%
183,064
+3,324
137
$7.43M 0.06%
32,828
+68
138
$7.26M 0.06%
93,872
+579
139
$7.26M 0.06%
199,922
+7,485
140
$7.01M 0.06%
129,516
+16,644
141
$6.83M 0.06%
120,674
+5,109
142
$6.82M 0.06%
107,455
+1,541
143
$6.75M 0.06%
151,429
+9,825
144
$6.54M 0.05%
35,425
-36
145
$6.37M 0.05%
520,494
-4,537,422
146
$6.37M 0.05%
67,118
+2,882
147
$6.32M 0.05%
94,286
+4,163
148
$6.09M 0.05%
33,054
+1,032
149
$5.98M 0.05%
109,741
+4,227
150
$5.93M 0.05%
85,872
+3,282
4 5
6
7 8