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
$7.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.5M
3
+$44.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.8M
5
EVRG icon
Evergy
EVRG
+$21.8M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$16.6M
4
S
Sprint Corporation
S
+$10.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$4.77M

Sector Composition

1 Communication Services 4.94%
2 Consumer Staples 4.32%
3 Industrials 4.16%
4 Financials 4.04%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$524K 0.01%
8,417
+45
202
$517K 0.01%
2,122
+257
203
$504K 0.01%
3,654
+284
204
$496K 0.01%
3,695
+867
205
$489K 0.01%
3,612
+2,104
206
$488K 0.01%
+3,711
207
$483K 0.01%
+18,386
208
$482K 0.01%
10,200
+5,468
209
$479K 0.01%
6,012
+111
210
$476K 0.01%
+9,430
211
$469K 0.01%
+5,492
212
$464K 0.01%
+7,988
213
$459K 0.01%
+11,326
214
$448K 0.01%
3,550
+14
215
$443K 0.01%
2,630
216
$423K 0.01%
+6,271
217
$421K 0.01%
+8,981
218
$414K 0.01%
2,481
-128
219
$403K 0.01%
+3,254
220
$398K 0.01%
+6,557
221
$397K 0.01%
3,731
+1,040
222
$389K 0.01%
4,815
+84
223
$381K 0.01%
1,137
-132
224
$369K 0.01%
+10,875
225
$368K 0.01%
+1,903
7 8
9
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