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
$4.57B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$62.9M
3
+$59.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$46.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.6M

Top Sells

1
+$24.1M
2
+$17.5M
3
+$17M
4
SANM icon
Sanmina
SANM
+$16.5M
5
SMG icon
ScottsMiracle-Gro
SMG
+$13.8M

Sector Composition

1 Industrials 5.37%
2 Communication Services 5.25%
3 Financials 4.56%
4 Consumer Staples 4.14%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$567K 0.01%
+13,994
177
$557K 0.01%
+9,299
178
$546K 0.01%
+13,750
179
$540K 0.01%
15,515
+965
180
$536K 0.01%
+10,944
181
$516K 0.01%
+11,041
182
$516K 0.01%
6,922
+844
183
$499K 0.01%
11,341
-96,091
184
$456K 0.01%
3,568
+1,156
185
$444K 0.01%
122,800
+47,960
186
$407K 0.01%
3,461
+513
187
$361K 0.01%
4,619
-7,839
188
$359K 0.01%
8,685
-9,988
189
$356K 0.01%
+36,500
190
$355K 0.01%
2,835
-944
191
$354K 0.01%
3,042
-693
192
$335K 0.01%
+6,938
193
$321K 0.01%
5,694
+288
194
$295K 0.01%
2,447
-550
195
$291K 0.01%
9,614
196
$273K 0.01%
+9,765
197
$270K 0.01%
4,000
-2,000
198
$247K 0.01%
+781
199
$245K 0.01%
1,741
-633
200
$243K 0.01%
2,371
+16
6 7
8
9 10