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
326
$332K ﹤0.01%
4,150
+1,111
327
$331K ﹤0.01%
3,176
-2,990
328
$331K ﹤0.01%
4,254
-29
329
$329K ﹤0.01%
6,661
-18,709
330
$329K ﹤0.01%
3,247
+1,013
331
$328K ﹤0.01%
2,789
-513
332
$327K ﹤0.01%
84,833
333
$325K ﹤0.01%
510
+35
334
$325K ﹤0.01%
3,197
+18
335
$324K ﹤0.01%
5,960
+4
336
$324K ﹤0.01%
4,198
-1,717
337
$323K ﹤0.01%
3,177
-141
338
$321K ﹤0.01%
3,932
-1,208
339
$320K ﹤0.01%
2,350
-424
340
$320K ﹤0.01%
1,608
-76
341
$318K ﹤0.01%
1,848
+374
342
$317K ﹤0.01%
2,793
+100
343
$316K ﹤0.01%
2,356
-4
344
$315K ﹤0.01%
13,928
-394
345
$315K ﹤0.01%
3,482
-8
346
$312K ﹤0.01%
3,478
+160
347
$312K ﹤0.01%
9,990
+50
348
$310K ﹤0.01%
1,544
-59
349
$308K ﹤0.01%
2,710
-74
350
$308K ﹤0.01%
3,265
+124
12 13
14
15 16