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
351
$374K ﹤0.01%
11,764
+1,664
352
$371K ﹤0.01%
5,831
-26
353
$369K ﹤0.01%
4,756
-1,268
354
$363K ﹤0.01%
3,074
-1,635
355
$363K ﹤0.01%
5,315
-40
356
$362K ﹤0.01%
4,765
+1,232
357
$362K ﹤0.01%
5,605
-167
358
$362K ﹤0.01%
246
-157
359
$355K ﹤0.01%
+2,738
360
$354K ﹤0.01%
1,093
+161
361
$349K ﹤0.01%
20,253
+1,095
362
$346K ﹤0.01%
18,493
-4,087
363
$346K ﹤0.01%
1,404
-462
364
$343K ﹤0.01%
+2,502
365
$343K ﹤0.01%
10,240
-97
366
$342K ﹤0.01%
10,660
+1,017
367
$341K ﹤0.01%
607
368
$337K ﹤0.01%
3,993
+360
369
$335K ﹤0.01%
3,950
+267
370
$335K ﹤0.01%
2,374
-302
371
$329K ﹤0.01%
+7,562
372
$325K ﹤0.01%
1,842
-910
373
$317K ﹤0.01%
986
-68
374
$315K ﹤0.01%
3,369
-286
375
$313K ﹤0.01%
1,179
13 14
15
16 17