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
$6.42B
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$55M
3
+$43M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$38.9M
5
GILD icon
Gilead Sciences
GILD
+$29.5M

Top Sells

1
+$37.7M
2
+$29M
3
+$23M
4
MON
Monsanto Co
MON
+$21.3M
5
CVS icon
CVS Health
CVS
+$16M

Sector Composition

1 Communication Services 4.89%
2 Industrials 4.36%
3 Consumer Staples 4.3%
4 Financials 4.17%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$384K 0.01%
9,765
202
$382K 0.01%
8,372
203
$375K 0.01%
2,327
-970
204
$361K 0.01%
9,614
-118
205
$355K 0.01%
+6,382
206
$352K 0.01%
7,822
-63,879
207
$348K 0.01%
2,558
+148
208
$342K 0.01%
5,543
+1,279
209
$336K 0.01%
6,073
+2,342
210
$328K 0.01%
+4,825
211
$327K 0.01%
2,217
-173
212
$321K 0.01%
2,828
-121
213
$320K 0.01%
+6,556
214
$320K 0.01%
+5,667
215
$319K 0.01%
+7,932
216
$312K ﹤0.01%
+2,830
217
$311K ﹤0.01%
+3,994
218
$309K ﹤0.01%
+2,251
219
$306K ﹤0.01%
+7,500
220
$305K ﹤0.01%
1,264
221
$304K ﹤0.01%
4,498
+278
222
$304K ﹤0.01%
5,203
+734
223
$294K ﹤0.01%
+2,638
224
$289K ﹤0.01%
2,691
-7,829
225
$279K ﹤0.01%
4,488
-257,998
7 8
9
10 11