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
$7.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.5M
3
+$44.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.8M
5
EVRG icon
Evergy
EVRG
+$21.8M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$16.6M
4
S
Sprint Corporation
S
+$10.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$4.77M

Sector Composition

1 Communication Services 4.94%
2 Consumer Staples 4.32%
3 Industrials 4.16%
4 Financials 4.04%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.72M 0.04%
+53,354
152
$2.43M 0.03%
54,357
+10,442
153
$2.42M 0.03%
64,433
+11,298
154
$2.37M 0.03%
55,242
+10,523
155
$2.29M 0.03%
40,480
+740
156
$2.28M 0.03%
54,660
+11,479
157
$2.27M 0.03%
8,375
-2,517
158
$2.26M 0.03%
44,842
+38,286
159
$2.2M 0.03%
39,580
+8,464
160
$2.18M 0.03%
14,021
+881
161
$2.09M 0.03%
34,154
162
$1.95M 0.03%
45,347
+4,543
163
$1.87M 0.03%
43,891
+10,287
164
$1.61M 0.02%
31,111
+12,631
165
$1.6M 0.02%
11,994
+2,557
166
$1.59M 0.02%
12,100
-10
167
$1.46M 0.02%
5,846
+69
168
$1.34M 0.02%
10,254
-167,018
169
$1.3M 0.02%
45,965
+16,762
170
$1.24M 0.02%
19,866
+3,684
171
$1.11M 0.02%
4,053
+658
172
$1.08M 0.02%
18,670
+3,012
173
$996K 0.01%
168,160
-4,600
174
$962K 0.01%
11,548
-107
175
$903K 0.01%
5,261
+431
5 6
7
8 9