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
$15.7B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$63M
2
+$42.5M
3
+$42.5M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$38.2M
5
APD icon
Air Products & Chemicals
APD
+$36.7M

Top Sells

1
+$21.4M
2
+$17M
3
+$16.4M
4
CMCSA icon
Comcast
CMCSA
+$16.4M
5
ADM icon
Archer Daniels Midland
ADM
+$16.3M

Sector Composition

1 Technology 6.21%
2 Materials 4.41%
3 Consumer Discretionary 4.27%
4 Communication Services 4.03%
5 Consumer Staples 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.6M 0.1%
364,121
+45,022
127
$15.5M 0.1%
254,069
+20,948
128
$15M 0.1%
289,299
-7,866
129
$14.9M 0.1%
218,098
+2,025
130
$14.5M 0.09%
268,406
+11,341
131
$13.6M 0.09%
233,087
+1,527
132
$12.2M 0.08%
32,717
+16,734
133
$11.8M 0.08%
42,906
+691
134
$11.8M 0.08%
293,817
+4,905
135
$11.8M 0.08%
32,764
-14
136
$11.6M 0.07%
160,341
+3,508
137
$10.9M 0.07%
230,052
+63,746
138
$10.7M 0.07%
285,612
+8,305
139
$10.3M 0.07%
272,890
+8,319
140
$10.3M 0.07%
566,327
+18,056
141
$10.1M 0.06%
183,593
+18,151
142
$10.1M 0.06%
193,668
+7,696
143
$9.99M 0.06%
311,510
+7,266
144
$9.92M 0.06%
109,924
+9,087
145
$9.69M 0.06%
218,141
-6,549
146
$8.73M 0.06%
111,796
+20,464
147
$8.71M 0.06%
100,377
+3,262
148
$8.59M 0.05%
165,647
+9,203
149
$8.57M 0.05%
74,385
+5,093
150
$8.38M 0.05%
61,406
+10
4 5
6
7 8