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
$4.57B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$62.9M
3
+$59.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$46.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.6M

Top Sells

1
+$24.1M
2
+$17.5M
3
+$17M
4
SANM icon
Sanmina
SANM
+$16.5M
5
SMG icon
ScottsMiracle-Gro
SMG
+$13.8M

Sector Composition

1 Industrials 5.37%
2 Communication Services 5.25%
3 Financials 4.56%
4 Consumer Staples 4.14%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.02M 0.04%
17,479
+15,119
152
$1.87M 0.04%
81,829
+1,960
153
$1.78M 0.04%
184,183
-156,466
154
$1.67M 0.04%
66,831
-4,369
155
$1.5M 0.03%
22,376
+18,595
156
$1.49M 0.03%
+8,663
157
$1.44M 0.03%
10,647
-2,255
158
$1.43M 0.03%
62,757
+53,240
159
$1.42M 0.03%
96,275
-30,884
160
$1.31M 0.03%
28,280
+5,400
161
$1.27M 0.03%
63,235
+51,650
162
$1.26M 0.03%
29,849
-133,986
163
$1.21M 0.03%
+5,464
164
$1.21M 0.03%
+5,915
165
$1.06M 0.02%
39,461
+28,791
166
$1.05M 0.02%
108,738
+75,336
167
$981K 0.02%
31,341
+3,962
168
$840K 0.02%
6,337
-36,460
169
$821K 0.02%
16,406
+685
170
$745K 0.02%
+3,495
171
$657K 0.01%
2,701
-151
172
$597K 0.01%
17,702
+6,856
173
$597K 0.01%
4,340
+1,560
174
$597K 0.01%
+20,328
175
$590K 0.01%
+42,569
5 6
7
8 9