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
351
$305K ﹤0.01%
6,095
352
$300K ﹤0.01%
4,638
+242
353
$299K ﹤0.01%
1,067
-219
354
$297K ﹤0.01%
7,960
+53
355
$295K ﹤0.01%
842
+210
356
$295K ﹤0.01%
7,781
+3,002
357
$294K ﹤0.01%
+1,195
358
$293K ﹤0.01%
9,960
+185
359
$292K ﹤0.01%
1,663
+15
360
$290K ﹤0.01%
10,281
+912
361
$288K ﹤0.01%
2,094
-1,018
362
$287K ﹤0.01%
+6,587
363
$287K ﹤0.01%
6,256
364
$284K ﹤0.01%
7,059
365
$283K ﹤0.01%
7,128
+1,400
366
$279K ﹤0.01%
1,420
-293
367
$279K ﹤0.01%
1,976
-51,285
368
$279K ﹤0.01%
2,076
-30
369
$277K ﹤0.01%
3,736
+246
370
$267K ﹤0.01%
5,196
-194,176
371
$266K ﹤0.01%
3,299
372
$264K ﹤0.01%
4,774
-110
373
$264K ﹤0.01%
22,206
374
$262K ﹤0.01%
2,203
+18
375
$261K ﹤0.01%
2,360
+48
13 14
15
16 17