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
376
$312K ﹤0.01%
2,732
+509
377
$310K ﹤0.01%
14,454
-1,239
378
$308K ﹤0.01%
6,095
-969
379
$307K ﹤0.01%
1,000
+288
380
$307K ﹤0.01%
14,118
+1,329
381
$304K ﹤0.01%
6,341
-706
382
$303K ﹤0.01%
8,988
-5,202
383
$301K ﹤0.01%
3,513
384
$301K ﹤0.01%
2,475
-429
385
$298K ﹤0.01%
1,797
-5
386
$298K ﹤0.01%
904
-62
387
$294K ﹤0.01%
6,223
+327
388
$294K ﹤0.01%
+10,676
389
$294K ﹤0.01%
588
-132
390
$294K ﹤0.01%
8,325
-110
391
$294K ﹤0.01%
2,169
-336
392
$293K ﹤0.01%
+3,516
393
$292K ﹤0.01%
+4,996
394
$291K ﹤0.01%
4,200
-893
395
$290K ﹤0.01%
+4,477
396
$290K ﹤0.01%
592
-219
397
$288K ﹤0.01%
958
+261
398
$285K ﹤0.01%
2,794
-338
399
$285K ﹤0.01%
+6,715
400
$285K ﹤0.01%
4,984
-14
14 15
16
17 18