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
$19.9B
AUM Growth
+$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$94M
3
+$85.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$80.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$77.1M

Top Sells

1
+$119M
2
+$99.9M
3
+$37.2M
4
CRL icon
Charles River Laboratories
CRL
+$30.4M
5
AA icon
Alcoa
AA
+$9.47M

Sector Composition

1 Technology 6.57%
2 Communication Services 4.27%
3 Consumer Discretionary 4.11%
4 Consumer Staples 3.87%
5 Financials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.4M 0.09%
312,437
+7,717
127
$17.7M 0.09%
30,788
+1,850
128
$17.6M 0.09%
155,432
+601
129
$15.9M 0.08%
314,742
+23,993
130
$15.1M 0.08%
31,960
-408
131
$15.1M 0.08%
380,866
+7,870
132
$14.7M 0.07%
201,881
+13,491
133
$14.5M 0.07%
186,434
+7,524
134
$14.2M 0.07%
189,038
+22,410
135
$14.2M 0.07%
258,601
+19,915
136
$13.7M 0.07%
159,952
+3,241
137
$13.6M 0.07%
31,757
+893
138
$13.5M 0.07%
93,395
+3,836
139
$13.5M 0.07%
221,618
+427
140
$13.3M 0.07%
5,618
+557
141
$13M 0.07%
43,425
+2,647
142
$12.9M 0.07%
302,342
+7,669
143
$12.9M 0.06%
199,256
+7,705
144
$12.5M 0.06%
93,200
+3,260
145
$12.4M 0.06%
322,933
+491
146
$12.3M 0.06%
61,458
+1,957
147
$12.2M 0.06%
85,691
+8,849
148
$12M 0.06%
311,770
+14,142
149
$11.9M 0.06%
51,092
+3,006
150
$11.8M 0.06%
62,972
+2,596
4 5
6
7 8