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
$19.1B
AUM Growth
-$2.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$148M
3
+$88.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$73.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$47.3M

Top Sells

1
+$80.7M
2
+$66.9M
3
+$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$39M
5
CVX icon
Chevron
CVX
+$37.3M

Sector Composition

1 Technology 4.84%
2 Consumer Staples 4.52%
3 Utilities 4.36%
4 Healthcare 3.73%
5 Materials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.18M 0.01%
6,832
-117
227
$1.16M 0.01%
20,517
+454
228
$1.14M 0.01%
7,404
-1,061
229
$1.12M 0.01%
7,472
-3,832
230
$1.12M 0.01%
27,436
-760
231
$1.09M 0.01%
14,795
+4,145
232
$1.07M 0.01%
5,979
+1,043
233
$1.02M 0.01%
+42,532
234
$1M 0.01%
22,220
-1,670
235
$997K 0.01%
5,914
-9
236
$910K ﹤0.01%
11,418
+8,133
237
$909K ﹤0.01%
4,260
-280
238
$905K ﹤0.01%
4,028
-77
239
$901K ﹤0.01%
784
-80
240
$894K ﹤0.01%
15,186
-283
241
$879K ﹤0.01%
39,395
242
$875K ﹤0.01%
11,361
-462
243
$852K ﹤0.01%
14,475
+2,264
244
$824K ﹤0.01%
2,968
-305
245
$803K ﹤0.01%
11,227
+500
246
$789K ﹤0.01%
6,705
+27
247
$781K ﹤0.01%
26,340
-1,095
248
$775K ﹤0.01%
1,605
+12
249
$763K ﹤0.01%
5,889
-1,114
250
$756K ﹤0.01%
17,730
-1,780
8 9
10
11 12