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
$19.9B
AUM Growth
+$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$94M
3
+$85.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$80.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$77.1M

Top Sells

1
+$119M
2
+$99.9M
3
+$37.2M
4
CRL icon
Charles River Laboratories
CRL
+$30.4M
5
AA icon
Alcoa
AA
+$9.47M

Sector Composition

1 Technology 6.57%
2 Communication Services 4.27%
3 Consumer Discretionary 4.11%
4 Consumer Staples 3.87%
5 Financials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.32M 0.05%
75,361
+4,802
177
$9.26M 0.05%
63,623
-3,347
178
$8.99M 0.05%
188,180
+3,927
179
$8.93M 0.04%
204,945
-14
180
$8.88M 0.04%
74,549
+5,720
181
$8.56M 0.04%
128,529
-2,549
182
$8.27M 0.04%
175,524
-40,660
183
$8.24M 0.04%
19,135
-994
184
$8.04M 0.04%
464,694
+45,846
185
$7.95M 0.04%
88,360
+10,267
186
$7.75M 0.04%
76,020
+8,072
187
$7.7M 0.04%
212,802
-192,111
188
$7.65M 0.04%
62,454
+3,645
189
$7.63M 0.04%
127,543
+14,534
190
$7.14M 0.04%
32,671
+1,184
191
$6.8M 0.03%
83,916
+6,844
192
$6.58M 0.03%
18,393
-67
193
$6.26M 0.03%
149,808
+7,398
194
$6.25M 0.03%
37,769
+1,539
195
$6.18M 0.03%
92,300
-3,260
196
$6.03M 0.03%
55,178
+2,583
197
$5.93M 0.03%
15,026
-51
198
$5.18M 0.03%
204,198
-6,354
199
$5.12M 0.03%
28,088
+446
200
$5.05M 0.03%
98,320
-2,310,383
6 7
8
9 10