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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$40.9M
3
+$40.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$30.7M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.9M

Top Sells

1
+$135M
2
+$61.2M
3
+$21.9M
4
UPS icon
United Parcel Service
UPS
+$17.4M
5
AAPL icon
Apple
AAPL
+$10.2M

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 4.27%
3 Communication Services 4.06%
4 Materials 3.87%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.76M 0.05%
69,292
+2,174
152
$6.74M 0.05%
22,635
+1,721
153
$6.42M 0.05%
483,420
-37,074
154
$6.31M 0.05%
233,414
+2,210
155
$6.3M 0.05%
18,757
+6,791
156
$6.3M 0.05%
34,464
+1,410
157
$6.16M 0.05%
61,396
158
$6.15M 0.05%
47,174
+6,225
159
$5.96M 0.04%
100,837
-6,618
160
$5.94M 0.04%
27,198
+2,912
161
$5.82M 0.04%
39,423
+4,585
162
$5.76M 0.04%
95,853
+1,981
163
$5.74M 0.04%
74,451
+8,840
164
$5.71M 0.04%
82,673
+9,423
165
$5.52M 0.04%
45,252
+5,400
166
$5.4M 0.04%
173,916
+4,414
167
$5.39M 0.04%
51,058
+45,228
168
$5.35M 0.04%
15,983
+1,473
169
$5.25M 0.04%
81,819
+76,540
170
$5.22M 0.04%
93,760
+10,922
171
$5.15M 0.04%
3,009
+2,828
172
$4.96M 0.04%
82,351
+5,436
173
$4.83M 0.04%
99,259
-10,482
174
$4.79M 0.04%
65,360
+4,100
175
$4.78M 0.04%
150,123
-27,196
5 6
7
8 9