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
$17.3B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$95.7M
2
+$79.1M
3
+$67.7M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$61.4M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$55.7M

Top Sells

1
+$119M
2
+$45M
3
+$43.4M
4
TWLO icon
Twilio
TWLO
+$19.6M
5
ALB icon
Albemarle
ALB
+$19.6M

Sector Composition

1 Technology 5.81%
2 Materials 4.26%
3 Communication Services 4.13%
4 Consumer Discretionary 4.08%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.15M 0.01%
19,845
-2,177
227
$2.1M 0.01%
12,241
+9,187
228
$1.89M 0.01%
35,480
+1,326
229
$1.8M 0.01%
25,724
-3,494
230
$1.75M 0.01%
9,262
+3,535
231
$1.63M 0.01%
79,530
+2,798
232
$1.5M 0.01%
32,250
-2,540
233
$1.49M 0.01%
19,683
+5,830
234
$1.47M 0.01%
23,714
+7,560
235
$1.46M 0.01%
10,312
-2,168
236
$1.46M 0.01%
4,941
-37,965
237
$1.45M 0.01%
9,076
+40
238
$1.45M 0.01%
3,783
-152
239
$1.41M 0.01%
8,748
-119
240
$1.36M 0.01%
10,257
-828
241
$1.32M 0.01%
5,699
+1,124
242
$1.31M 0.01%
7,098
+2,456
243
$1.27M 0.01%
79,482
+8,904
244
$1.25M 0.01%
21,040
-4,520
245
$1.21M 0.01%
1,048
-30
246
$1.17M 0.01%
23,005
-195,513
247
$1.13M 0.01%
10,170
+4,630
248
$1.12M 0.01%
4,513
-1,271
249
$1.12M 0.01%
21,445
-2,380
250
$1.1M 0.01%
32,460
+261
8 9
10
11 12