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
326
$210K ﹤0.01%
14,653
327
$210K ﹤0.01%
1,730
+37
328
$206K ﹤0.01%
849
-38
329
$202K ﹤0.01%
10,575
-4,338
330
$200K ﹤0.01%
4,800
-1,740
331
$200K ﹤0.01%
2,668
+690
332
$185K ﹤0.01%
3,746
+260
333
$157K ﹤0.01%
19,160
-181
334
$122K ﹤0.01%
12,593
-2,851
335
$94K ﹤0.01%
13,679
-1,672
336
$88K ﹤0.01%
+16,900
337
$77K ﹤0.01%
+24,874
338
$60K ﹤0.01%
800
339
$51K ﹤0.01%
19,116
-405,207
340
$49K ﹤0.01%
2,571
341
$11K ﹤0.01%
10,530
342
$6K ﹤0.01%
+10,847
343
– –
-12,896
344
– –
-2,329
345
– –
-39,790
346
– –
-63,523
347
– –
-3,463
348
– –
-6,935
349
– –
-1,319
350
– –
-1,806
12 13
14
15 16