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
251
$1.1M 0.01%
22,455
+1,479
252
$1.09M 0.01%
2,396
-24
253
$1.05M 0.01%
3,819
-568
254
$1.05M 0.01%
17,184
+128
255
$1.05M 0.01%
4,641
-82
256
$974K 0.01%
4,420
+263
257
$929K 0.01%
29,219
+1,712
258
$891K 0.01%
2,410
-273
259
$840K ﹤0.01%
6,286
-934
260
$808K ﹤0.01%
10,342
-1,292
261
$803K ﹤0.01%
5,951
-337
262
$802K ﹤0.01%
1,299
-151
263
$786K ﹤0.01%
3,938
-553
264
$744K ﹤0.01%
+8,384
265
$735K ﹤0.01%
6,936
+286
266
$733K ﹤0.01%
3,700
-263
267
$717K ﹤0.01%
12,102
+1,689
268
$712K ﹤0.01%
43,864
+4,104
269
$704K ﹤0.01%
+18,061
270
$703K ﹤0.01%
4,638
+187
271
$702K ﹤0.01%
9,027
+26
272
$695K ﹤0.01%
10,680
-7,071
273
$691K ﹤0.01%
3,042
-681
274
$673K ﹤0.01%
5,803
+3,642
275
$653K ﹤0.01%
8,943
-10
9 10
11
12 13