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
$3.36B
AUM Growth
+$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$24.2M
3
+$24M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$17.8M

Top Sells

1
+$2.14M
2
+$930K
3
+$846K
4
CVS icon
CVS Health
CVS
+$824K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$544K

Sector Composition

1 Industrials 6.52%
2 Financials 6.01%
3 Communication Services 5.93%
4 Materials 4.61%
5 Energy 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$392K 0.01%
4,675
+860
152
$339K 0.01%
4,350
-106
153
$338K 0.01%
+7,041
154
$336K 0.01%
3,027
-4,902
155
$305K 0.01%
34,392
+162
156
$295K 0.01%
+5,265
157
$293K 0.01%
+5,033
158
$290K 0.01%
+12,491
159
$281K 0.01%
+7,749
160
$281K 0.01%
3,400
+230
161
$272K 0.01%
5,406
-10
162
$266K 0.01%
+3,790
163
$250K 0.01%
2,728
+675
164
$247K 0.01%
+6,024
165
$233K 0.01%
+3,071
166
$230K 0.01%
8,354
167
$229K 0.01%
6,258
-2,011
168
$220K 0.01%
+1,960
169
$220K 0.01%
3,752
-83
170
$212K 0.01%
+79,480
171
$209K 0.01%
+1,883
172
$207K 0.01%
+1,114
173
$202K 0.01%
+2,478
174
$174K 0.01%
14,128
175
$42K ﹤0.01%
2,192
4 5 6
7
8