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
426
$251K ﹤0.01%
4,964
-198
427
$248K ﹤0.01%
2,519
-684
428
$245K ﹤0.01%
+2,788
429
$244K ﹤0.01%
2,553
+127
430
$244K ﹤0.01%
+396
431
$243K ﹤0.01%
1,007
-379
432
$240K ﹤0.01%
3,836
+256
433
$238K ﹤0.01%
3,546
+271
434
$238K ﹤0.01%
483
-140
435
$236K ﹤0.01%
3,446
+171
436
$234K ﹤0.01%
+1,555
437
$233K ﹤0.01%
3,813
-779
438
$232K ﹤0.01%
10,238
+1,015
439
$231K ﹤0.01%
5,964
-799
440
$231K ﹤0.01%
9,069
-3,066
441
$231K ﹤0.01%
1,885
-888
442
$230K ﹤0.01%
+2,359
443
$226K ﹤0.01%
+4,427
444
$226K ﹤0.01%
405
445
$224K ﹤0.01%
1,423
-209
446
$223K ﹤0.01%
+3,705
447
$219K ﹤0.01%
291
-49
448
$216K ﹤0.01%
2,756
-720
449
$216K ﹤0.01%
+1,151
450
$216K ﹤0.01%
3,552
-266
16 17
18
19 20