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
$10.5B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$42M
3
+$40.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$33M

Top Sells

1
+$33.5M
2
+$32.4M
3
+$30.7M
4
MA icon
Mastercard
MA
+$8.53M
5
VRSK icon
Verisk Analytics
VRSK
+$6.36M

Sector Composition

1 Consumer Staples 4.58%
2 Industrials 4.53%
3 Utilities 4.4%
4 Communication Services 4.04%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.97M 0.03%
33,401
+29,760
177
$2.92M 0.03%
52,409
+5,831
178
$2.85M 0.03%
51,779
+3,230
179
$2.8M 0.03%
55,236
+7,486
180
$2.79M 0.03%
23,512
+2,728
181
$2.76M 0.03%
17,113
+13,202
182
$2.7M 0.03%
29,008
+3,327
183
$2.65M 0.03%
9,719
+240
184
$2.6M 0.02%
8,706
+46
185
$2.57M 0.02%
26,261
+3,637
186
$2.37M 0.02%
73,799
-31,055
187
$2.35M 0.02%
56,064
+9,619
188
$2.25M 0.02%
13,110
+2,586
189
$2.15M 0.02%
17,348
+1,840
190
$2.11M 0.02%
17,667
+1,368
191
$2.06M 0.02%
18,199
-489
192
$2.02M 0.02%
43,095
+4,471
193
$2.02M 0.02%
14,501
+429
194
$1.93M 0.02%
11,579
-710
195
$1.92M 0.02%
24,596
+2,628
196
$1.89M 0.02%
31,301
+1,861
197
$1.88M 0.02%
62,958
+7,042
198
$1.85M 0.02%
16,613
-363
199
$1.82M 0.02%
11,997
+1,380
200
$1.81M 0.02%
23,906
+3,112
6 7
8
9 10