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
$10.5B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$42M
3
+$40.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$33M

Top Sells

1
+$33.5M
2
+$32.4M
3
+$30.7M
4
MA icon
Mastercard
MA
+$8.53M
5
VRSK icon
Verisk Analytics
VRSK
+$6.36M

Sector Composition

1 Consumer Staples 4.58%
2 Industrials 4.53%
3 Utilities 4.4%
4 Communication Services 4.04%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.43M 0.04%
80,480
+7,085
152
$4.26M 0.04%
19,251
-7,414
153
$4.23M 0.04%
164,266
+23,799
154
$4.11M 0.04%
51,195
+7,701
155
$3.86M 0.04%
24,170
+2,706
156
$3.82M 0.04%
113,822
+12,167
157
$3.77M 0.04%
129,091
+17,133
158
$3.76M 0.04%
277,751
+35,779
159
$3.72M 0.04%
92,411
+11,554
160
$3.69M 0.04%
205,051
-4,875
161
$3.65M 0.03%
68,034
+3,801
162
$3.61M 0.03%
13,075
+2,223
163
$3.51M 0.03%
22,826
+1,384
164
$3.5M 0.03%
85,134
+15,674
165
$3.34M 0.03%
11,248
+2,638
166
$3.31M 0.03%
23,268
+2,143
167
$3.3M 0.03%
54,000
+4,640
168
$3.25M 0.03%
16,317
+1,731
169
$3.24M 0.03%
43,924
+5,884
170
$3.18M 0.03%
33,980
+3,476
171
$3.17M 0.03%
64,072
+10,170
172
$3.16M 0.03%
48,737
+3,962
173
$3.12M 0.03%
27,919
+4,184
174
$3.12M 0.03%
14,058
+1,145
175
$3.03M 0.03%
32,085
+3,160
5 6
7
8 9