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
$5.13B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$37.8M
3
+$28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.2M
5
BKR icon
Baker Hughes
BKR
+$22.1M

Top Sells

1
+$31.5M
2
+$28.1M
3
+$15.8M
4
LOW icon
Lowe's Companies
LOW
+$7.61M
5
CWT icon
California Water Service
CWT
+$4.67M

Sector Composition

1 Communication Services 5.4%
2 Industrials 4.93%
3 Financials 4.55%
4 Consumer Staples 4.29%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$270K 0.01%
2,473
+102
202
$269K 0.01%
+6,144
203
$269K 0.01%
3,483
+737
204
$250K ﹤0.01%
781
205
$247K ﹤0.01%
+3,166
206
$245K ﹤0.01%
+4,132
207
$241K ﹤0.01%
3,837
+139
208
$236K ﹤0.01%
+10,000
209
$236K ﹤0.01%
1,665
+6
210
$234K ﹤0.01%
+4,478
211
$222K ﹤0.01%
19,075
212
$219K ﹤0.01%
350
213
$218K ﹤0.01%
+3,403
214
$217K ﹤0.01%
+3,769
215
$214K ﹤0.01%
+8,810
216
$209K ﹤0.01%
1,399
-17
217
$209K ﹤0.01%
+5,437
218
$208K ﹤0.01%
+2,702
219
$207K ﹤0.01%
3,030
-105
220
$205K ﹤0.01%
+1,853
221
$204K ﹤0.01%
+2,152
222
$203K ﹤0.01%
+3,973
223
$162K ﹤0.01%
22,160
224
$107K ﹤0.01%
12,036
-325,765
225
$64K ﹤0.01%
+1,167
6 7 8
9
10