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
$6.42B
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$55M
3
+$43M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$38.9M
5
GILD icon
Gilead Sciences
GILD
+$29.5M

Top Sells

1
+$37.7M
2
+$29M
3
+$23M
4
MON
Monsanto Co
MON
+$21.3M
5
CVS icon
CVS Health
CVS
+$16M

Sector Composition

1 Communication Services 4.89%
2 Industrials 4.36%
3 Consumer Staples 4.3%
4 Financials 4.17%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$884K 0.01%
11,655
+8,263
177
$876K 0.01%
29,203
+5,098
178
$818K 0.01%
21,810
-2,065
179
$818K 0.01%
7,924
-4,486
180
$814K 0.01%
15,658
-58,880
181
$773K 0.01%
4,830
-1,786
182
$696K 0.01%
17,475
-129,780
183
$618K 0.01%
8,874
-1,094
184
$591K 0.01%
6,239
-1,302
185
$583K 0.01%
4,111
-2,160
186
$536K 0.01%
8,607
+310
187
$505K 0.01%
8,644
+1,156
188
$470K 0.01%
4,731
+1,345
189
$467K 0.01%
3,370
-581
190
$443K 0.01%
+1,312
191
$442K 0.01%
3,536
+89
192
$439K 0.01%
2,609
+71
193
$434K 0.01%
3,619
-228
194
$428K 0.01%
5,536
+2,406
195
$416K 0.01%
1,269
+398
196
$406K 0.01%
+9,225
197
$403K 0.01%
1,865
-8
198
$398K 0.01%
2,630
-467
199
$392K 0.01%
5,901
+2,276
200
$388K 0.01%
+6,140
6 7
8
9 10