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
401
$232K ﹤0.01%
2,054
+204
402
$231K ﹤0.01%
493
+24
403
$230K ﹤0.01%
1,458
+123
404
$230K ﹤0.01%
10,992
-2,433
405
$229K ﹤0.01%
376
+59
406
$227K ﹤0.01%
4,902
407
$227K ﹤0.01%
4,626
408
$227K ﹤0.01%
3,321
+362
409
$226K ﹤0.01%
+1,167
410
$226K ﹤0.01%
3,168
+50
411
$225K ﹤0.01%
1,428
412
$225K ﹤0.01%
14,400
-295
413
$222K ﹤0.01%
1,061
-5
414
$221K ﹤0.01%
7,076
+905
415
$220K ﹤0.01%
3,982
+309
416
$218K ﹤0.01%
11,703
+1,209
417
$218K ﹤0.01%
4,345
-1,508
418
$217K ﹤0.01%
2,328
419
$217K ﹤0.01%
2,354
420
$215K ﹤0.01%
6,828
+804
421
$212K ﹤0.01%
10,224
422
$208K ﹤0.01%
3,837
-262
423
$207K ﹤0.01%
4,920
+165
424
$204K ﹤0.01%
1,498
+113
425
$203K ﹤0.01%
11,777
15 16
17
18 19