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
$12.1B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$40.7M
3
+$37.3M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$37.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$35M

Top Sells

1
+$55.6M
2
+$29.2M
3
+$19.3M
4
NVDA icon
NVIDIA
NVDA
+$18.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.3M

Sector Composition

1 Technology 5.6%
2 Communication Services 4.14%
3 Consumer Staples 3.81%
4 Materials 3.76%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.55M 0.02%
31,610
+5,414
202
$2.54M 0.02%
21,476
-246,731
203
$2.52M 0.02%
45,381
+8,843
204
$2.5M 0.02%
110,067
+17,782
205
$2.47M 0.02%
21,089
+4,119
206
$2.43M 0.02%
+34,973
207
$2.42M 0.02%
6,542
+14
208
$2.37M 0.02%
8,375
-2,764
209
$2.17M 0.02%
18,502
-618
210
$2.13M 0.02%
10,561
-883
211
$2.08M 0.02%
185,353
+89,793
212
$2.08M 0.02%
8,710
-1,860
213
$2.08M 0.02%
98,540
+22,326
214
$1.83M 0.02%
18,657
+5,838
215
$1.82M 0.02%
6,542
+2,589
216
$1.68M 0.01%
16,858
-273
217
$1.57M 0.01%
28,372
-81,030
218
$1.48M 0.01%
12,797
-1,847
219
$1.39M 0.01%
24,411
-523
220
$1.37M 0.01%
13,149
+5,946
221
$1.24M 0.01%
70,430
+55,592
222
$1.19M 0.01%
22,567
+1,233
223
$1.15M 0.01%
3,548
+1,715
224
$1.15M 0.01%
6,119
+380
225
$1.14M 0.01%
11,944
+6,420
7 8
9
10 11