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
$7.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.5M
3
+$44.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.8M
5
EVRG icon
Evergy
EVRG
+$21.8M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$16.6M
4
S
Sprint Corporation
S
+$10.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$4.77M

Sector Composition

1 Communication Services 4.94%
2 Consumer Staples 4.32%
3 Industrials 4.16%
4 Financials 4.04%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$872K 0.01%
15,757
+9,617
177
$859K 0.01%
10,066
+4,530
178
$848K 0.01%
77,142
-88,746
179
$830K 0.01%
21,300
-510
180
$825K 0.01%
14,210
+7,828
181
$792K 0.01%
16,640
+9,140
182
$769K 0.01%
5,479
+3,228
183
$757K 0.01%
7,286
-638
184
$742K 0.01%
9,519
+5,525
185
$740K 0.01%
16,718
+8,896
186
$736K 0.01%
6,990
+4,160
187
$719K 0.01%
8,480
+5,080
188
$712K 0.01%
15,590
+9,495
189
$711K 0.01%
65,640
-40,302
190
$703K 0.01%
6,773
+4,135
191
$693K 0.01%
8,754
+5,262
192
$685K 0.01%
7,393
+1,154
193
$681K 0.01%
+17,935
194
$663K 0.01%
4,646
+2,889
195
$639K 0.01%
4,104
+2,636
196
$583K 0.01%
8,702
-172
197
$540K 0.01%
9,737
-23,370
198
$535K 0.01%
9,417
+810
199
$531K 0.01%
3,545
-566
200
$525K 0.01%
+10,128
6 7
8
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