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
$7.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.5M
3
+$44.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.8M
5
EVRG icon
Evergy
EVRG
+$21.8M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$16.6M
4
S
Sprint Corporation
S
+$10.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$4.77M

Sector Composition

1 Communication Services 4.94%
2 Consumer Staples 4.32%
3 Industrials 4.16%
4 Financials 4.04%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$938M 13.21%
56,781,880
+4,978,504
2
$390M 5.5%
9,249,215
+1,052,609
3
$387M 5.45%
2,364,896
+345,245
4
$318M 4.48%
4,065,963
+380,860
5
$274M 3.86%
3,364,989
+253,240
6
$188M 2.65%
1,668,943
+154,667
7
$164M 2.31%
2,830,879
+247,961
8
$157M 2.21%
1,306,522
+128,768
9
$155M 2.18%
1,353,801
+143,278
10
$155M 2.18%
1,453,402
+149,682
11
$150M 2.11%
8,100,215
+509,803
12
$146M 2.06%
7,951,688
+1,123,624
13
$138M 1.94%
5,722,543
+553,682
14
$136M 1.92%
1,180,189
+94,661
15
$117M 1.65%
835,451
+95,691
16
$94.9M 1.34%
2,787,109
+332,596
17
$84.7M 1.19%
623,390
+79,154
18
$78.8M 1.11%
790,588
+74,985
19
$61.2M 0.86%
719,580
+5,060
20
$59.6M 0.84%
1,287,196
+47,060
21
$52M 0.73%
390,780
+21,181
22
$49M 0.69%
895,816
+91,297
23
$48.1M 0.68%
977,621
+102,127
24
$46.5M 0.65%
239,204
+11,176
25
$46.2M 0.65%
235,223
+7,173
1
2 3 4 5