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
$19.9B
AUM Growth
+$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$94M
3
+$85.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$80.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$77.1M

Top Sells

1
+$119M
2
+$99.9M
3
+$37.2M
4
CRL icon
Charles River Laboratories
CRL
+$30.4M
5
AA icon
Alcoa
AA
+$9.47M

Sector Composition

1 Technology 6.57%
2 Communication Services 4.27%
3 Consumer Discretionary 4.11%
4 Consumer Staples 3.87%
5 Financials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.83M 0.02%
16,663
+625
202
$4.68M 0.02%
73,968
+6,146
203
$4.64M 0.02%
17,155
+134
204
$4.48M 0.02%
20,114
+550
205
$3.91M 0.02%
71,883
+739
206
$3.79M 0.02%
9,433
+1,021
207
$3.78M 0.02%
129,954
-1,279,125
208
$3.54M 0.02%
34,441
-3,183
209
$3.33M 0.02%
257,344
+13,459
210
$3.25M 0.02%
21,188
+903
211
$3.12M 0.02%
6,543
+1
212
$3.08M 0.02%
22,720
+107
213
$3.05M 0.02%
35,037
-1,349
214
$2.69M 0.01%
43,574
+1,597
215
$2.56M 0.01%
4,754
+873
216
$2.52M 0.01%
9,182
-311
217
$2.47M 0.01%
8,665
-158
218
$2.43M 0.01%
49,654
-193,583
219
$2.37M 0.01%
10,797
-29
220
$2.24M 0.01%
16,836
+491
221
$2.12M 0.01%
8,776
+556
222
$2.04M 0.01%
15,826
+618
223
$2.04M 0.01%
35,480
224
$1.96M 0.01%
11,604
-601
225
$1.95M 0.01%
7,438
+61
7 8
9
10 11