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
$15.7B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$63M
2
+$42.5M
3
+$42.5M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$38.2M
5
APD icon
Air Products & Chemicals
APD
+$36.7M

Top Sells

1
+$21.4M
2
+$17M
3
+$16.4M
4
CMCSA icon
Comcast
CMCSA
+$16.4M
5
ADM icon
Archer Daniels Midland
ADM
+$16.3M

Sector Composition

1 Technology 6.21%
2 Materials 4.41%
3 Consumer Discretionary 4.27%
4 Communication Services 4.03%
5 Consumer Staples 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.36M 0.03%
144,897
+48,601
202
$4.32M 0.03%
+76,381
203
$4.17M 0.03%
70,840
+13,287
204
$3.83M 0.02%
11,150
+1,784
205
$3.76M 0.02%
43,026
+6,128
206
$3.76M 0.02%
11,094
207
$3.66M 0.02%
159,425
+43,824
208
$3.62M 0.02%
10,048
+428
209
$3.61M 0.02%
14,240
+430
210
$3.49M 0.02%
31,202
+5,220
211
$3.46M 0.02%
9,790
+2,719
212
$3.44M 0.02%
7,130
+922
213
$3.43M 0.02%
31,551
+6,043
214
$3.18M 0.02%
71,108
+3,150
215
$2.75M 0.02%
19,501
+1,120
216
$2.73M 0.02%
8,933
-53
217
$2.69M 0.02%
64,384
-101,734
218
$2.53M 0.02%
17,760
-2,121
219
$2.51M 0.02%
6,548
+5
220
$2.5M 0.02%
21,164
+5,400
221
$2.45M 0.02%
20,618
+3,240
222
$2.37M 0.02%
9,839
+3,602
223
$2.36M 0.02%
22,022
+2,771
224
$2.21M 0.01%
24,103
+3,361
225
$2.12M 0.01%
34,160
+5,183
7 8
9
10 11