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
$3.97B
AUM Growth
+$614M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$99M
2
+$69.3M
3
+$33M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.9M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$18.8M

Top Sells

1
+$22.4M
2
+$15.7M
3
+$12.9M
4
IRBT icon
iRobot
IRBT
+$12.7M
5
SBAC icon
SBA Communications
SBAC
+$10.4M

Sector Composition

1 Communication Services 5.73%
2 Industrials 5.47%
3 Financials 5.11%
4 Materials 4.52%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$695K 0.02%
+15,036
152
$690K 0.02%
+12,686
153
$688K 0.02%
2,852
+505
154
$680K 0.02%
+80,147
155
$650K 0.02%
4,293
-103,838
156
$647K 0.02%
9,957
-195,480
157
$637K 0.02%
+17,021
158
$553K 0.01%
+10,339
159
$547K 0.01%
13,044
-122
160
$496K 0.01%
14,550
+2,155
161
$456K 0.01%
+5,316
162
$453K 0.01%
3,779
163
$443K 0.01%
6,078
-1,077
164
$438K 0.01%
+8,004
165
$428K 0.01%
3,735
+1,775
166
$412K 0.01%
+10,458
167
$411K 0.01%
+4,946
168
$408K 0.01%
+12,304
169
$408K 0.01%
+13,458
170
$406K 0.01%
6,000
-1,500
171
$405K 0.01%
4,833
+1,433
172
$394K 0.01%
+36,113
173
$386K 0.01%
10,846
+3,097
174
$378K 0.01%
+10,670
175
$376K 0.01%
+4,791
5 6
7
8 9