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
$19.9B
AUM Growth
+$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$94M
3
+$85.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$80.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$77.1M

Top Sells

1
+$119M
2
+$99.9M
3
+$37.2M
4
CRL icon
Charles River Laboratories
CRL
+$30.4M
5
AA icon
Alcoa
AA
+$9.47M

Sector Composition

1 Technology 6.57%
2 Communication Services 4.27%
3 Consumer Discretionary 4.11%
4 Consumer Staples 3.87%
5 Financials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11.8M 0.06%
166,833
+7,916
152
$11.6M 0.06%
408,954
-6,900
153
$11.5M 0.06%
174,754
+16,621
154
$11.4M 0.06%
258,587
+12,387
155
$11.4M 0.06%
227,570
+6,562
156
$11.4M 0.06%
86,062
+8,325
157
$11.4M 0.06%
155,794
+16,689
158
$11.2M 0.06%
+230,378
159
$11.2M 0.06%
166,866
+7,393
160
$11.1M 0.06%
163,244
+7,486
161
$10.8M 0.05%
46,755
+1,230
162
$10.8M 0.05%
63,884
+16,135
163
$10.7M 0.05%
17,597
+1,012
164
$10.7M 0.05%
112,833
-3,509
165
$10.6M 0.05%
74,327
+3,131
166
$10.6M 0.05%
140,526
+13,988
167
$10.6M 0.05%
145,921
+15,241
168
$10.5M 0.05%
167,644
+17,394
169
$10.3M 0.05%
38,536
-11,874
170
$10.3M 0.05%
26,055
+2,273
171
$10.2M 0.05%
252,208
+9,019
172
$10.2M 0.05%
177,130
+9,605
173
$9.46M 0.05%
70,732
+20,643
174
$9.44M 0.05%
351,414
-10,580
175
$9.36M 0.05%
203,465
+843
5 6
7
8 9