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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$40.9M
3
+$40.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$30.7M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.9M

Top Sells

1
+$135M
2
+$61.2M
3
+$21.9M
4
UPS icon
United Parcel Service
UPS
+$17.4M
5
AAPL icon
Apple
AAPL
+$10.2M

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 4.27%
3 Communication Services 4.06%
4 Materials 3.87%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.64M 0.03%
18,208
+2,497
202
$3.62M 0.03%
74,927
+8,856
203
$3.55M 0.03%
57,553
+7,980
204
$3.5M 0.03%
23,017
+1,928
205
$3.49M 0.03%
42,027
+7,054
206
$3.48M 0.03%
6,208
+5,771
207
$3.21M 0.02%
36,898
+5,288
208
$3.15M 0.02%
+53,114
209
$3.14M 0.02%
13,810
+3,249
210
$3.12M 0.02%
25,508
+3,243
211
$3.04M 0.02%
11,094
212
$2.98M 0.02%
25,492
+12,343
213
$2.89M 0.02%
9,620
+1,481
214
$2.88M 0.02%
9,366
+991
215
$2.78M 0.02%
6,543
+1
216
$2.75M 0.02%
+25,982
217
$2.75M 0.02%
52,642
-6,924
218
$2.73M 0.02%
+21,895
219
$2.72M 0.02%
+35,391
220
$2.68M 0.02%
67,958
+2,079
221
$2.59M 0.02%
222,793
+37,440
222
$2.54M 0.02%
115,601
+5,534
223
$2.5M 0.02%
17,032
+14,671
224
$2.37M 0.02%
18,381
-121
225
$2.2M 0.02%
7,071
+529
7 8
9
10 11