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
1
$2.16B 11.23%
109,637,704
+4,682,134
2
$1.03B 5.37%
4,504,625
+245,944
3
$960M 4.99%
17,674,787
+1,029,541
4
$918M 4.77%
11,177,624
+1,172,440
5
$730M 3.79%
7,171,428
+314,137
6
$593M 3.08%
4,545,279
+418,225
7
$523M 2.72%
4,087,410
+344,558
8
$449M 2.33%
3,340,798
+315,456
9
$447M 2.32%
7,665,666
+482,318
10
$395M 2.05%
11,723,733
+1,168,634
11
$386M 2%
14,811,112
+1,007,712
12
$373M 1.94%
2,735,432
+142,472
13
$325M 1.69%
4,118,604
+613,857
14
$310M 1.61%
1,389,184
+14,616
15
$290M 1.51%
6,302,948
+536,003
16
$267M 1.39%
8,506,053
+945,337
17
$261M 1.35%
12,973,618
-787,155
18
$238M 1.24%
1,741,057
+128,943
19
$213M 1.11%
2,001,079
+165,196
20
$209M 1.08%
770,206
+44,229
21
$199M 1.03%
1,584,380
+72,960
22
$179M 0.93%
1,041,280
+41,600
23
$164M 0.85%
677,758
-10,472
24
$145M 0.75%
3,212,538
+508,242
25
$141M 0.73%
7,046,280
+423,520
1
2 3 4 5