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
301
$399K ﹤0.01%
5,424
+1,773
302
$397K ﹤0.01%
8,319
+914
303
$382K ﹤0.01%
1,242
+293
304
$378K ﹤0.01%
6,786
+100
305
$374K ﹤0.01%
11,921
-2,234
306
$372K ﹤0.01%
2,706
-501
307
$371K ﹤0.01%
4,169
+26
308
$370K ﹤0.01%
8,404
309
$368K ﹤0.01%
3,457
-505
310
$367K ﹤0.01%
8,149
311
$365K ﹤0.01%
11,140
312
$363K ﹤0.01%
2,417
+9
313
$362K ﹤0.01%
5,546
314
$361K ﹤0.01%
19,518
+3,218
315
$361K ﹤0.01%
5,153
-579
316
$360K ﹤0.01%
14,176
-5,124
317
$356K ﹤0.01%
49,984
318
$354K ﹤0.01%
10,602
-1,567
319
$352K ﹤0.01%
+26,630
320
$344K ﹤0.01%
1,582
321
$342K ﹤0.01%
2,810
-2,223
322
$342K ﹤0.01%
7,211
-1,173
323
$342K ﹤0.01%
4,220
+36
324
$337K ﹤0.01%
1,488
-450
325
$337K ﹤0.01%
13,936
+6,963
11 12
13
14 15