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
$10.1B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$46.9M
3
+$37.8M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$36M
5
SHW icon
Sherwin-Williams
SHW
+$32.9M

Top Sells

1
+$36.1M
2
+$21M
3
+$19.5M
4
AAPL icon
Apple
AAPL
+$16.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$15.9M

Sector Composition

1 Technology 5.1%
2 Communication Services 4.1%
3 Utilities 4%
4 Consumer Staples 3.98%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$536K 0.01%
15,686
+6,937
252
$529K 0.01%
11,843
+3,206
253
$509K 0.01%
2,412
254
$482K ﹤0.01%
1,833
-85
255
$468K ﹤0.01%
5,524
-462
256
$462K ﹤0.01%
6,453
+799
257
$448K ﹤0.01%
51,852
+6,720
258
$447K ﹤0.01%
19,690
-4,270
259
$433K ﹤0.01%
4,016
-557
260
$433K ﹤0.01%
5,970
+2,096
261
$429K ﹤0.01%
1,916
+13
262
$418K ﹤0.01%
4,187
-375
263
$415K ﹤0.01%
10,828
+1,146
264
$414K ﹤0.01%
2,959
-571
265
$408K ﹤0.01%
6,077
+2,356
266
$406K ﹤0.01%
6,058
+319
267
$393K ﹤0.01%
1,624
+233
268
$372K ﹤0.01%
6,482
+3,553
269
$360K ﹤0.01%
3,068
-1,173
270
$353K ﹤0.01%
8,443
-644
271
$352K ﹤0.01%
2,262
+162
272
$347K ﹤0.01%
8,319
+19
273
$340K ﹤0.01%
16,346
+1,943
274
$339K ﹤0.01%
+6,215
275
$338K ﹤0.01%
+1,469
9 10
11
12 13