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
$20.6B
AUM Growth
+$2.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$647M
2
+$478M
3
+$175M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$108M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$76M

Top Sells

1
+$636M
2
+$457M
3
+$44.6M
4
PYPL icon
PayPal
PYPL
+$21.1M
5
META icon
Meta Platforms (Facebook)
META
+$20.7M

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
$133B
$215K ﹤0.01%
3,084
-176
GE icon
452
GE Aerospace
GE
$315B
$215K ﹤0.01%
4,114
-1,512
WTM icon
453
White Mountains Insurance
WTM
$5.15B
$214K ﹤0.01%
+151
FNDF icon
454
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$213K ﹤0.01%
+7,316
BP icon
455
BP
BP
$92.2B
$212K ﹤0.01%
+6,062
PLRX icon
456
Pliant Therapeutics
PLRX
$98.9M
$209K ﹤0.01%
+10,790
CALM icon
457
Cal-Maine
CALM
$4.04B
$208K ﹤0.01%
3,824
-600
PAYC icon
458
Paycom
PAYC
$8.85B
$208K ﹤0.01%
670
-403
AON icon
459
Aon
AON
$76.1B
$206K ﹤0.01%
+687
RIGS icon
460
RiverFront Strategic Income Fund
RIGS
$77.9M
$206K ﹤0.01%
+9,103
SPYG icon
461
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.6B
$206K ﹤0.01%
+4,061
SCHG icon
462
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
$205K ﹤0.01%
+14,760
SONO icon
463
Sonos
SONO
$2.23B
$205K ﹤0.01%
12,117
-10
KEYS icon
464
Keysight
KEYS
$33.9B
$203K ﹤0.01%
+1,189
FNDX icon
465
Schwab Fundamental US Large Company Index ETF
FNDX
$21.8B
$203K ﹤0.01%
+11,418
EMB icon
466
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.2B
$202K ﹤0.01%
+2,388
IUSG icon
467
iShares Core S&P US Growth ETF
IUSG
$26.1B
$202K ﹤0.01%
+2,473
IWO icon
468
iShares Russell 2000 Growth ETF
IWO
$13.1B
$201K ﹤0.01%
+938
IGM icon
469
iShares Expanded Tech Sector ETF
IGM
$8.88B
$201K ﹤0.01%
+4,302
FCX icon
470
Freeport-McMoran
FCX
$61.7B
$201K ﹤0.01%
+5,283
F icon
471
Ford
F
$52.9B
$199K ﹤0.01%
17,095
-1,464
COUR icon
472
Coursera
COUR
$1.32B
$188K ﹤0.01%
+15,872
CPTN
473
DELISTED
Cepton, Inc. Common Stock
CPTN
$183K ﹤0.01%
14,400
FAN icon
474
First Trust Global Wind Energy ETF
FAN
$194M
$174K ﹤0.01%
10,063
-2,379
SLQT icon
475
SelectQuote
SLQT
$255M
$173K ﹤0.01%
257,344
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