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
$10.5B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$42M
3
+$40.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$33M

Top Sells

1
+$33.5M
2
+$32.4M
3
+$30.7M
4
MA icon
Mastercard
MA
+$8.53M
5
VRSK icon
Verisk Analytics
VRSK
+$6.36M

Sector Composition

1 Consumer Staples 4.58%
2 Industrials 4.53%
3 Utilities 4.4%
4 Communication Services 4.04%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.78M 0.02%
11,706
+1,400
202
$1.74M 0.02%
7,817
+1,016
203
$1.73M 0.02%
21,716
+3,122
204
$1.61M 0.02%
4,226
+493
205
$1.6M 0.02%
6,528
+53
206
$1.57M 0.01%
16,182
+2,637
207
$1.56M 0.01%
576,034
+39,640
208
$1.56M 0.01%
10,560
+12
209
$1.54M 0.01%
12,560
+1,798
210
$1.52M 0.01%
+34,154
211
$1.52M 0.01%
16,382
+2,951
212
$1.46M 0.01%
7,717
+735
213
$1.44M 0.01%
121,992
-3,318
214
$1.43M 0.01%
+11,016
215
$1.41M 0.01%
8,359
+14
216
$1.39M 0.01%
21,295
+2,603
217
$1.26M 0.01%
12,219
-388
218
$1.18M 0.01%
44,248
+10,527
219
$1.17M 0.01%
15,286
+1,743
220
$1.14M 0.01%
6,721
+150
221
$1.03M 0.01%
21,058
+4,153
222
$1.03M 0.01%
6,448
+1,891
223
$1.02M 0.01%
2,293
+38
224
$947K 0.01%
58,980
-20,595
225
$935K 0.01%
5,597
+2,518
7 8
9
10 11