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
276
$337K ﹤0.01%
11,244
-1,214
277
$334K ﹤0.01%
11,200
-1,100
278
$329K ﹤0.01%
5,349
-1,179
279
$314K ﹤0.01%
6,926
+45
280
$314K ﹤0.01%
10,262
+523
281
$313K ﹤0.01%
2,584
+105
282
$307K ﹤0.01%
8,149
-432
283
$307K ﹤0.01%
3,128
+1,024
284
$300K ﹤0.01%
2,450
-543
285
$295K ﹤0.01%
13,720
+3,040
286
$295K ﹤0.01%
5,186
-1
287
$293K ﹤0.01%
5,440
-1
288
$290K ﹤0.01%
14,486
+2,246
289
$284K ﹤0.01%
3,224
-133
290
$279K ﹤0.01%
6,311
+2,425
291
$278K ﹤0.01%
179,394
-48
292
$277K ﹤0.01%
2,507
+173
293
$273K ﹤0.01%
1,351
+444
294
$270K ﹤0.01%
8,566
-5,000
295
$267K ﹤0.01%
1,151
-319
296
$266K ﹤0.01%
2,805
-61
297
$263K ﹤0.01%
9,156
-2,705
298
$262K ﹤0.01%
7,422
-2,014
299
$258K ﹤0.01%
3,215
+127
300
$257K ﹤0.01%
3,248
-8,951
10 11
12
13 14