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PCA

Personal Capital Advisors Portfolio holdings

AUM $20.6B
1-Year Est. Return 13.65%
This Fund
S&P 500
This Quarter Est. Return
+8.26%
1 Year Est. Return
-13.65%
3 Year Est. Return
+17.55%
5 Year Est. Return
+33.04%
10 Year Est. Return
–
AUM
$20.6B
AUM Growth
+$2.09B
Cap. Flow
+$779M
Cap. Flow %
3.78%
Top 10 Hldgs %
42.13%
Holding
508
New
55
Increased
238
Reduced
165
Closed
19

Top Buys

1
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$647M
2
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$475M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$176M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$103M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$76.4M

Top Sells

1
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$635M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$454M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$44.5M
4
PYPL icon
PayPal
PYPL
+$23.8M
5
META icon
Meta Platforms (Facebook)
META
+$20.2M

Sector Composition

1 Technology 4.69%
2 Consumer Staples 4.52%
3 Utilities 4.28%
4 Financials 3.89%
5 Healthcare 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
451
Palo Alto Networks
PANW
$289B
$215K ﹤0.01%
3,084
-176
-5% -$14.1K
GE icon
452
GE Aerospace
GE
$376B
$215K ﹤0.01%
4,114
-1,512
-27% -$74.3K
WTM icon
453
White Mountains Insurance
WTM
$5.3B
$214K ﹤0.01%
+151
New +$205K
FNDF icon
454
Schwab Fundamental International Large Company Index ETF
FNDF
$24.5B
$213K ﹤0.01%
+7,316
New +$205K
BP icon
455
BP
BP
$106B
$212K ﹤0.01%
+6,062
New +$202K
PLRX icon
456
Pliant Therapeutics
PLRX
$69.4M
$209K ﹤0.01%
+10,790
New +$226K
CALM icon
457
Cal-Maine
CALM
$4.04B
$208K ﹤0.01%
3,824
-600
-14% -$34.7K
PAYC icon
458
Paycom
PAYC
$6.75B
$208K ﹤0.01%
670
-403
-38% -$130K
AON icon
459
Aon
AON
$75.9B
$206K ﹤0.01%
+687
New +$201K
RIGS icon
460
ALPS Strategic Income Fund
RIGS
$60.3M
$206K ﹤0.01%
+9,103
New +$205K
SPYG icon
461
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53.1B
$206K ﹤0.01%
+4,061
New +$211K
SCHG icon
462
Schwab US Large-Cap Growth ETF
SCHG
$61B
$205K ﹤0.01%
+14,760
New +$212K
SONO icon
463
Sonos
SONO
$1.64B
$205K ﹤0.01%
12,117
-10
-0.1% -$163
KEYS icon
464
Keysight
KEYS
$55.1B
$203K ﹤0.01%
+1,189
New +$203K
FNDX icon
465
Schwab Fundamental US Large Company Index ETF
FNDX
$26.3B
$203K ﹤0.01%
+11,418
New +$202K
EMB icon
466
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$202K ﹤0.01%
+2,388
New +$197K
IUSG icon
467
iShares Core S&P US Growth ETF
IUSG
$32.4B
$202K ﹤0.01%
+2,473
New +$207K
IWO icon
468
iShares Russell 2000 Growth ETF
IWO
$15B
$201K ﹤0.01%
+938
New +$206K
IGM icon
469
iShares Expanded Tech Sector ETF
IGM
$10.4B
$201K ﹤0.01%
+4,302
New +$206K
FCX icon
470
Freeport-McMoran
FCX
$87.6B
$201K ﹤0.01%
+5,283
New +$185K
F icon
471
Ford
F
$56.5B
$199K ﹤0.01%
17,095
-1,464
-8% -$18.8K
COUR icon
472
Coursera
COUR
$1.59B
$188K ﹤0.01%
+15,872
New +$200K
CPTN
473
DELISTED
Cepton, Inc. Common Stock
CPTN
$183K ﹤0.01%
14,400
– –
FAN icon
474
First Trust Global Wind Energy ETF
FAN
$297M
$174K ﹤0.01%
10,063
-2,379
-19% -$39.1K
SLQT icon
475
SelectQuote
SLQT
$132M
$173K ﹤0.01%
257,344
– –
17 18
19
20 21

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