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
$5.13B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$37.8M
3
+$28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.2M
5
BKR icon
Baker Hughes
BKR
+$22.1M

Top Sells

1
+$31.5M
2
+$28.1M
3
+$15.8M
4
LOW icon
Lowe's Companies
LOW
+$7.61M
5
CWT icon
California Water Service
CWT
+$4.67M

Sector Composition

1 Communication Services 5.4%
2 Industrials 4.93%
3 Financials 4.55%
4 Consumer Staples 4.29%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$722M 14.07%
43,161,546
+2,719,138
2
$313M 6.1%
7,186,189
+425,041
3
$218M 4.25%
2,732,533
+315,249
4
$217M 4.23%
1,466,808
+188,741
5
$189M 3.69%
2,279,084
+153,160
6
$133M 2.6%
1,173,933
+104,055
7
$122M 2.38%
2,054,868
+215,404
8
$111M 2.16%
991,143
+94,104
9
$110M 2.15%
910,131
+88,210
10
$106M 2.07%
858,663
+104,051
11
$105M 2.04%
913,254
+59,042
12
$104M 2.02%
6,165,275
+697,118
13
$101M 1.96%
4,094,816
+396,738
14
$80.2M 1.56%
4,764,648
+657,176
15
$77.1M 1.5%
2,008,941
+146,591
16
$64M 1.25%
494,464
+122,667
17
$57.3M 1.12%
570,476
+46,984
18
$55.6M 1.08%
435,334
+42,085
19
$42.9M 0.84%
1,112,744
+18,768
20
$42.3M 0.82%
303,110
+270,650
21
$39.4M 0.77%
806,815
+5,783
22
$38.7M 0.75%
805,420
+16,120
23
$38.6M 0.75%
273,101
+2,663
24
$37.9M 0.74%
789,540
+19,100
25
$36.2M 0.7%
470,336
+10,901
1
2 3 4 5