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
$19.2B
AUM Growth
+$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$96.3M
2
+$92.4M
3
+$56.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$55.9M
5
TSLA icon
Tesla
TSLA
+$55.9M

Top Sells

1
+$34.6M
2
+$32.5M
3
+$26.9M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$20.6M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$15.8M

Sector Composition

1 Technology 6.37%
2 Communication Services 4.25%
3 Consumer Discretionary 4.09%
4 Materials 3.95%
5 Financials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.94M 0.03%
52,595
-7,563
202
$5.93M 0.03%
15,077
+1,913
203
$5.21M 0.03%
27,642
-625
204
$4.7M 0.02%
243,885
-6,000
205
$4.6M 0.02%
16,038
-705
206
$4.57M 0.02%
19,564
-611
207
$4.46M 0.02%
67,822
-9,228
208
$4.13M 0.02%
17,021
+11
209
$3.77M 0.02%
71,144
-4,378
210
$3.53M 0.02%
37,624
+2,749
211
$3.35M 0.02%
8,412
-62
212
$3.14M 0.02%
20,285
-957
213
$3.11M 0.02%
22,613
+1,157
214
$3.05M 0.02%
6,542
-3
215
$2.84M 0.01%
10,826
+57
216
$2.83M 0.01%
36,386
+10,662
217
$2.81M 0.01%
41,977
-5,841
218
$2.58M 0.01%
9,493
-133
219
$2.58M 0.01%
8,823
-429
220
$2.29M 0.01%
16,345
-2,271
221
$2.17M 0.01%
15,208
-1,199
222
$2.12M 0.01%
12,205
-4,091
223
$2.12M 0.01%
18,349
-42,301
224
$2.11M 0.01%
+62,380
225
$1.99M 0.01%
35,480
7 8
9
10 11