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
251
$752K ﹤0.01%
3,816
-99
252
$739K ﹤0.01%
23,498
-2,476
253
$716K ﹤0.01%
3,149
+50
254
$687K ﹤0.01%
11,378
+1,301
255
$682K ﹤0.01%
2,668
+158
256
$667K ﹤0.01%
+21,111
257
$661K ﹤0.01%
1,390
-142
258
$642K ﹤0.01%
26,895
+3,228
259
$638K ﹤0.01%
257,344
260
$636K ﹤0.01%
9,599
261
$632K ﹤0.01%
4,224
-1,100
262
$616K ﹤0.01%
10,785
263
$609K ﹤0.01%
6,692
+58
264
$602K ﹤0.01%
12,569
265
$593K ﹤0.01%
2,103
-32
266
$586K ﹤0.01%
4,043
-396
267
$584K ﹤0.01%
30,632
+100
268
$579K ﹤0.01%
18,377
+247
269
$569K ﹤0.01%
14,527
-170
270
$562K ﹤0.01%
3,618
+56
271
$558K ﹤0.01%
17,799
272
$532K ﹤0.01%
6,693
+1,699
273
$531K ﹤0.01%
9,124
274
$530K ﹤0.01%
4,131
-876
275
$498K ﹤0.01%
8,050
+145
9 10
11
12 13