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
$5.13B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$37.8M
3
+$28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.2M
5
BKR icon
Baker Hughes
BKR
+$22.1M

Top Sells

1
+$31.5M
2
+$28.1M
3
+$15.8M
4
LOW icon
Lowe's Companies
LOW
+$7.61M
5
CWT icon
California Water Service
CWT
+$4.67M

Sector Composition

1 Communication Services 5.4%
2 Industrials 4.93%
3 Financials 4.55%
4 Consumer Staples 4.29%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.12M 0.04%
11,411
+2,748
152
$2.09M 0.04%
43,132
+20,756
153
$1.9M 0.04%
10,747
+4,832
154
$1.86M 0.04%
28,817
+19,518
155
$1.84M 0.04%
128,171
+31,896
156
$1.78M 0.03%
118,364
+55,129
157
$1.68M 0.03%
58,345
+18,884
158
$1.63M 0.03%
33,082
+22,041
159
$1.57M 0.03%
11,080
+433
160
$1.43M 0.03%
6,177
+713
161
$1.4M 0.03%
28,840
+560
162
$1.23M 0.02%
28,271
+19,586
163
$1.22M 0.02%
171,417
-12,766
164
$1.19M 0.02%
32,671
+12,343
165
$1M 0.02%
17,277
+10,339
166
$993K 0.02%
19,375
+8,431
167
$977K 0.02%
23,188
+9,438
168
$961K 0.02%
28,563
-2,778
169
$958K 0.02%
24,258
+10,264
170
$907K 0.02%
74,651
+32,082
171
$884K 0.02%
88,302
-20,436
172
$792K 0.02%
15,024
-1,382
173
$738K 0.01%
20,625
+5,110
174
$704K 0.01%
+2,784
175
$639K 0.01%
+6,400
5 6
7
8 9