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
451
$212K ﹤0.01%
1,957
-4
452
$212K ﹤0.01%
+7,673
453
$211K ﹤0.01%
10,811
454
$210K ﹤0.01%
2,460
+112
455
$209K ﹤0.01%
+4,070
456
$208K ﹤0.01%
+742
457
$208K ﹤0.01%
+947
458
$208K ﹤0.01%
+3,976
459
$208K ﹤0.01%
49,984
+31,700
460
$207K ﹤0.01%
3,180
+320
461
$205K ﹤0.01%
+2,391
462
$202K ﹤0.01%
2,321
-1,596
463
$201K ﹤0.01%
1,704
-507
464
$201K ﹤0.01%
+1,548
465
$200K ﹤0.01%
+1,208
466
$181K ﹤0.01%
+14,776
467
$169K ﹤0.01%
10,718
-2,963
468
$67K ﹤0.01%
18,779
469
$58K ﹤0.01%
2,571
470
$46K ﹤0.01%
13,825
471
$41K ﹤0.01%
10,530
472
$41K ﹤0.01%
15,000
473
$36K ﹤0.01%
800
474
$21K ﹤0.01%
18
475
$18K ﹤0.01%
262
+2
16 17 18
19
20