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
376
$260K ﹤0.01%
4,974
-79
377
$259K ﹤0.01%
11,127
378
$258K ﹤0.01%
2,295
+15
379
$256K ﹤0.01%
908
+77
380
$253K ﹤0.01%
959
381
$253K ﹤0.01%
2,218
-40
382
$252K ﹤0.01%
2,834
-960
383
$251K ﹤0.01%
2,872
-1,024
384
$250K ﹤0.01%
4,731
-868
385
$248K ﹤0.01%
1,822
386
$247K ﹤0.01%
2,575
+52
387
$247K ﹤0.01%
2,097
388
$247K ﹤0.01%
3,006
+138
389
$246K ﹤0.01%
1,413
390
$246K ﹤0.01%
3,075
-23
391
$246K ﹤0.01%
595
+160
392
$245K ﹤0.01%
2,213
393
$244K ﹤0.01%
+9,900
394
$241K ﹤0.01%
607
395
$240K ﹤0.01%
7,825
396
$238K ﹤0.01%
9,395
397
$237K ﹤0.01%
8,376
-79
398
$236K ﹤0.01%
110
+4
399
$236K ﹤0.01%
5,119
-87
400
$234K ﹤0.01%
3,805
-1,080
14 15
16
17 18