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
326
$435K ﹤0.01%
4,931
+1,533
327
$434K ﹤0.01%
5,972
-154
328
$431K ﹤0.01%
16,202
-3,150
329
$418K ﹤0.01%
3,285
+804
330
$416K ﹤0.01%
1,752
+203
331
$415K ﹤0.01%
12,049
+96
332
$413K ﹤0.01%
9,907
-847
333
$413K ﹤0.01%
4,082
+442
334
$408K ﹤0.01%
3,770
+310
335
$406K ﹤0.01%
2,698
+395
336
$400K ﹤0.01%
8,279
+669
337
$399K ﹤0.01%
+878
338
$396K ﹤0.01%
3,389
-684
339
$394K ﹤0.01%
1,204
-109
340
$394K ﹤0.01%
5,491
+210
341
$390K ﹤0.01%
16,050
+3,465
342
$389K ﹤0.01%
2,132
-6,415
343
$389K ﹤0.01%
2,628
-406
344
$388K ﹤0.01%
5,017
+233
345
$386K ﹤0.01%
1
346
$385K ﹤0.01%
5,210
-51
347
$384K ﹤0.01%
2,711
+327
348
$380K ﹤0.01%
6,806
-10
349
$379K ﹤0.01%
3,482
-731
350
$378K ﹤0.01%
3,461
+771
12 13
14
15 16