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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$40.9M
3
+$40.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$30.7M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.9M

Top Sells

1
+$135M
2
+$61.2M
3
+$21.9M
4
UPS icon
United Parcel Service
UPS
+$17.4M
5
AAPL icon
Apple
AAPL
+$10.2M

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 4.27%
3 Communication Services 4.06%
4 Materials 3.87%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11.2M 0.08%
257,065
-9,941
127
$10.6M 0.08%
277,307
-14,230
128
$10.2M 0.08%
20,893
+1,630
129
$10M 0.08%
264,571
-46,384
130
$9.91M 0.07%
288,912
-125
131
$9.9M 0.07%
42,215
+782
132
$9.79M 0.07%
216,073
-730
133
$9.62M 0.07%
304,244
-1,069
134
$9.03M 0.07%
224,690
-7,717
135
$9.01M 0.07%
165,442
+35,926
136
$8.9M 0.07%
117,891
-22,657
137
$8.88M 0.07%
548,271
-9,604
138
$8.78M 0.07%
97,115
+2,829
139
$8.31M 0.06%
156,833
+2,295
140
$8.25M 0.06%
196,525
+2,797
141
$7.79M 0.06%
185,972
+2,908
142
$7.67M 0.06%
34,968
-457
143
$7.59M 0.06%
32,778
-50
144
$7.56M 0.06%
206,162
+6,240
145
$7.23M 0.05%
91,332
+11,961
146
$7.16M 0.05%
156,444
+5,015
147
$7.11M 0.05%
124,587
+3,913
148
$7.09M 0.05%
294,443
+258,593
149
$6.98M 0.05%
48,840
-6,975
150
$6.8M 0.05%
166,306
+36,922
4 5
6
7 8