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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$40.9M
3
+$40.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$30.7M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.9M

Top Sells

1
+$135M
2
+$61.2M
3
+$21.9M
4
UPS icon
United Parcel Service
UPS
+$17.4M
5
AAPL icon
Apple
AAPL
+$10.2M

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 4.27%
3 Communication Services 4.06%
4 Materials 3.87%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.78M 0.04%
68,058
+9,528
177
$4.73M 0.04%
57,871
+5,706
178
$4.69M 0.04%
266,535
-23,433
179
$4.55M 0.03%
58,487
+5,634
180
$4.5M 0.03%
166,118
+10,825
181
$4.48M 0.03%
16,117
+2,312
182
$4.43M 0.03%
74,874
+6,440
183
$4.33M 0.03%
31,007
+1,336
184
$4.31M 0.03%
29,118
+2,772
185
$4.2M 0.03%
27,289
+1,894
186
$4.19M 0.03%
319,830
+5,962
187
$4.17M 0.03%
66,096
-19,776
188
$4.14M 0.03%
28,593
+2,778
189
$4.1M 0.03%
42,248
+3,664
190
$4.03M 0.03%
57,420
-6,687
191
$4.01M 0.03%
17,005
+16,005
192
$4M 0.03%
30,819
+367
193
$3.96M 0.03%
467,931
+90,055
194
$3.93M 0.03%
+61,790
195
$3.83M 0.03%
51,605
+6,224
196
$3.79M 0.03%
18,033
+1,946
197
$3.78M 0.03%
44,947
+5,675
198
$3.77M 0.03%
82,963
-22,140
199
$3.7M 0.03%
102,218
-647
200
$3.69M 0.03%
+40,791
6 7
8
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