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
$777M
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$10.5M
3
+$8.52M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$6.28M

Top Sells

1
+$5.03M
2
+$4.83M
3
+$3.06M
4
CALM icon
Cal-Maine
CALM
+$3.04M
5
WIN
Windstream Holdings Inc
WIN
+$2.36M

Sector Composition

1 Industrials 6.23%
2 Financials 5.74%
3 Communication Services 5.32%
4 Healthcare 4.86%
5 Technology 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$101M 12.98%
6,504,486
+1,698,558
2
$45.9M 5.91%
1,100,793
+252,883
3
$35.2M 4.52%
489,445
+118,605
4
$24.6M 3.17%
219,628
+56,007
5
$23.7M 3.05%
296,460
+79,981
6
$18.8M 2.42%
809,628
+227,394
7
$18.8M 2.41%
158,695
+41,441
8
$18.7M 2.41%
155,260
+42,598
9
$15.9M 2.04%
155,582
+39,139
10
$15.8M 2.03%
675,385
+173,850
11
$14.3M 1.84%
262,103
+66,332
12
$13.2M 1.7%
290,261
+74,697
13
$12.9M 1.66%
106,157
+29,474
14
$9.5M 1.22%
94,573
+26,291
15
$7.12M 0.92%
153,517
+23,356
16
$7.11M 0.92%
63,736
+11,545
17
$6.98M 0.9%
62,917
+10,840
18
$6.96M 0.9%
73,428
+13,111
19
$6.92M 0.89%
35,547
+6,215
20
$6.84M 0.88%
76,788
+12,502
21
$6.74M 0.87%
202,010
+38,364
22
$6.72M 0.86%
127,046
+24,590
23
$6.64M 0.85%
36,187
+7,154
24
$6.64M 0.85%
82,018
+15,090
25
$6.63M 0.85%
70,542
+22,755
1
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