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
301
$518K ﹤0.01%
5,743
+1,376
302
$516K ﹤0.01%
5,818
+543
303
$508K ﹤0.01%
9,929
-3,349
304
$507K ﹤0.01%
2,958
-25,242
305
$506K ﹤0.01%
1,368
-188
306
$495K ﹤0.01%
13,991
-7,047
307
$488K ﹤0.01%
+9,857
308
$482K ﹤0.01%
1,614
-51
309
$481K ﹤0.01%
2,026
-118
310
$479K ﹤0.01%
2,095
-2,105
311
$476K ﹤0.01%
2,835
-83
312
$470K ﹤0.01%
1,655
+118
313
$469K ﹤0.01%
2,965
+57
314
$469K ﹤0.01%
3,318
+189
315
$468K ﹤0.01%
1,959
+429
316
$467K ﹤0.01%
9,387
-1,762
317
$459K ﹤0.01%
7,007
-1,507
318
$458K ﹤0.01%
4,921
-1,653
319
$453K ﹤0.01%
+5,555
320
$451K ﹤0.01%
2,236
+32
321
$450K ﹤0.01%
8,149
322
$450K ﹤0.01%
1,363
-536
323
$450K ﹤0.01%
9,985
324
$445K ﹤0.01%
2,768
+373
325
$437K ﹤0.01%
6,831
-665
11 12
13
14 15