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
401
$284K ﹤0.01%
+3,090
402
$283K ﹤0.01%
2,444
+77
403
$282K ﹤0.01%
2,769
+295
404
$281K ﹤0.01%
2,342
-2,389
405
$279K ﹤0.01%
8,670
-1,917
406
$279K ﹤0.01%
3,184
-436
407
$277K ﹤0.01%
3,352
+867
408
$274K ﹤0.01%
6,268
-4,360
409
$274K ﹤0.01%
4,962
+24
410
$272K ﹤0.01%
244
-250
411
$271K ﹤0.01%
+8,658
412
$270K ﹤0.01%
1,489
-35
413
$268K ﹤0.01%
2,248
-510
414
$266K ﹤0.01%
+11,777
415
$264K ﹤0.01%
3,088
+336
416
$264K ﹤0.01%
9,395
417
$263K ﹤0.01%
+2,286
418
$261K ﹤0.01%
2,803
-181
419
$258K ﹤0.01%
4,832
-166
420
$255K ﹤0.01%
+1,454
421
$254K ﹤0.01%
+10,014
422
$253K ﹤0.01%
10,215
-2,895
423
$252K ﹤0.01%
4,925
-711
424
$252K ﹤0.01%
1,537
-118
425
$252K ﹤0.01%
4,368
+66
15 16
17
18 19