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
276
$639K ﹤0.01%
8,865
-894
277
$639K ﹤0.01%
14,302
278
$631K ﹤0.01%
11,825
+1,593
279
$630K ﹤0.01%
25,945
+7,201
280
$630K ﹤0.01%
2,348
-13
281
$614K ﹤0.01%
2,522
-233
282
$610K ﹤0.01%
+13,008
283
$609K ﹤0.01%
1,627
+350
284
$600K ﹤0.01%
2,797
+1,087
285
$599K ﹤0.01%
13,098
+785
286
$595K ﹤0.01%
2,412
287
$592K ﹤0.01%
11,677
-888,185
288
$591K ﹤0.01%
15,116
-1,042
289
$578K ﹤0.01%
4,884
+608
290
$569K ﹤0.01%
179,394
291
$567K ﹤0.01%
1,580
+508
292
$564K ﹤0.01%
4,504
-384
293
$558K ﹤0.01%
4,117
+1,666
294
$553K ﹤0.01%
7,596
+110
295
$546K ﹤0.01%
9,368
-683
296
$545K ﹤0.01%
4,109
-312
297
$532K ﹤0.01%
17,525
+3,205
298
$530K ﹤0.01%
13,757
-2,673
299
$528K ﹤0.01%
1,924
+10
300
$524K ﹤0.01%
2,529
+694
10 11
12
13 14