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
$15.7B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$63M
2
+$42.5M
3
+$42.5M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$38.2M
5
APD icon
Air Products & Chemicals
APD
+$36.7M

Top Sells

1
+$21.4M
2
+$17M
3
+$16.4M
4
CMCSA icon
Comcast
CMCSA
+$16.4M
5
ADM icon
Archer Daniels Midland
ADM
+$16.3M

Sector Composition

1 Technology 6.21%
2 Materials 4.41%
3 Consumer Discretionary 4.27%
4 Communication Services 4.03%
5 Consumer Staples 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.28M 0.05%
31,086
+3,888
152
$8.27M 0.05%
218,518
+12,356
153
$8.15M 0.05%
207,740
+11,215
154
$8.11M 0.05%
303,698
+37,163
155
$8.05M 0.05%
132,737
+8,150
156
$8.03M 0.05%
338,240
+18,410
157
$7.98M 0.05%
3,584
+575
158
$7.95M 0.05%
37,068
+2,100
159
$7.91M 0.05%
248,089
+14,675
160
$7.83M 0.05%
147,625
+45,407
161
$7.82M 0.05%
36,448
+1,984
162
$7.72M 0.05%
20,579
+1,822
163
$7.61M 0.05%
111,473
+17,713
164
$7.61M 0.05%
501,696
+18,276
165
$7.58M 0.05%
52,593
+7,341
166
$7.55M 0.05%
52,592
+5,418
167
$7.48M 0.05%
42,439
+11,432
168
$7.42M 0.05%
86,753
+12,302
169
$7.41M 0.05%
184,311
+10,395
170
$7.08M 0.05%
82,857
+14,799
171
$7.04M 0.05%
172,793
+22,670
172
$6.82M 0.04%
116,898
+17,639
173
$6.68M 0.04%
76,240
+10,880
174
$6.59M 0.04%
98,791
+16,118
175
$6.51M 0.04%
48,284
+8,861
5 6
7
8 9