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
$5.13B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$37.8M
3
+$28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.2M
5
BKR icon
Baker Hughes
BKR
+$22.1M

Top Sells

1
+$31.5M
2
+$28.1M
3
+$15.8M
4
LOW icon
Lowe's Companies
LOW
+$7.61M
5
CWT icon
California Water Service
CWT
+$4.67M

Sector Composition

1 Communication Services 5.4%
2 Industrials 4.93%
3 Financials 4.55%
4 Consumer Staples 4.29%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$627K 0.01%
4,314
-26
177
$554K 0.01%
4,678
+1,636
178
$552K 0.01%
4,156
+2,428
179
$537K 0.01%
3,956
+388
180
$522K 0.01%
2,546
-155
181
$516K 0.01%
+3,921
182
$495K 0.01%
110,680
-12,120
183
$462K 0.01%
7,292
+370
184
$447K 0.01%
+3,578
185
$436K 0.01%
4,907
+1,999
186
$432K 0.01%
3,097
+262
187
$382K 0.01%
+3,482
188
$374K 0.01%
3,147
+700
189
$369K 0.01%
3,325
-136
190
$342K 0.01%
33,056
-3,444
191
$337K 0.01%
+6,246
192
$337K 0.01%
9,614
193
$314K 0.01%
6,063
-76,013
194
$311K 0.01%
+12,285
195
$308K 0.01%
5,406
-288
196
$304K 0.01%
9,765
197
$295K 0.01%
4,228
+809
198
$281K 0.01%
1,850
+109
199
$275K 0.01%
2,204
-39
200
$271K 0.01%
2,344
+455
6 7
8
9 10