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
$4.57B
AUM Growth
+$594M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$62.9M
3
+$59.7M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$46.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.6M

Top Sells

1
+$24.1M
2
+$17.5M
3
+$17M
4
SANM icon
Sanmina
SANM
+$16.5M
5
SMG icon
ScottsMiracle-Gro
SMG
+$13.8M

Sector Composition

1 Industrials 5.37%
2 Communication Services 5.25%
3 Financials 4.56%
4 Consumer Staples 4.14%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$241K 0.01%
2,243
-383
202
$233K 0.01%
4,631
-8,413
203
$230K 0.01%
1,659
-362
204
$227K 0.01%
3,698
-166
205
$225K ﹤0.01%
3,419
-1,229
206
$220K ﹤0.01%
1,728
-683
207
$220K ﹤0.01%
12,629
-829
208
$218K ﹤0.01%
+3,107
209
$215K ﹤0.01%
2,746
-2,087
210
$212K ﹤0.01%
+19,075
211
$211K ﹤0.01%
+2,908
212
$210K ﹤0.01%
+1,889
213
$206K ﹤0.01%
+350
214
$206K ﹤0.01%
3,135
-20
215
$200K ﹤0.01%
+1,416
216
$166K ﹤0.01%
+22,160
217
$41K ﹤0.01%
+10,466
218
$20K ﹤0.01%
2,044
219
– –
-677
220
– –
-2,626
221
– –
-22,254
222
– –
-7
223
– –
-3,456
224
– –
-7,467
225
– –
-23,805
6 7 8
9
10