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
276
$496K ﹤0.01%
7,512
+10
277
$489K ﹤0.01%
12,186
+1,197
278
$480K ﹤0.01%
1,116
-269
279
$479K ﹤0.01%
1,600
+59
280
$472K ﹤0.01%
11,307
+2,139
281
$466K ﹤0.01%
10,239
282
$465K ﹤0.01%
8,517
+782
283
$462K ﹤0.01%
5,624
+1,301
284
$455K ﹤0.01%
2,002
+311
285
$442K ﹤0.01%
1,385
+9
286
$441K ﹤0.01%
5,795
-156
287
$439K ﹤0.01%
4,443
-300
288
$439K ﹤0.01%
+5,578
289
$438K ﹤0.01%
18,839
290
$436K ﹤0.01%
911
+106
291
$433K ﹤0.01%
13,008
292
$426K ﹤0.01%
1,809
+231
293
$425K ﹤0.01%
3,648
-270
294
$424K ﹤0.01%
3,037
+210
295
$421K ﹤0.01%
3,548
+77
296
$415K ﹤0.01%
1,526
297
$413K ﹤0.01%
6,476
298
$410K ﹤0.01%
2,843
-4,705
299
$405K ﹤0.01%
5,574
-56
300
$405K ﹤0.01%
11,436
10 11
12
13 14