PCA
Personal Capital Advisors Portfolio holdings
AUM
$20.6B
1-Year Est. Return
13.65%
1 Year Est. Return
-13.65%
AUM
$20.6B
AUM Growth
+$2.09B
(+11%)
Holding
508
Top Buys
| 1 | +$647M | |
| 2 | +$478M | |
| 3 | +$175M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$108M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$76M |
Top Sells
| 1 | +$636M | |
| 2 | +$457M | |
| 3 | +$44.6M | |
| 4 |
PayPal
PYPL
|
+$21.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
JPMorgan Chase
JPM
$830B
| $144M | 0.7% |
1,071,509
+83,224
|
|
||
27
Mastercard
MA
$491B
| $135M | 0.66% |
388,568
+7,887
|
|
||
28
iShares Russell 1000 ETF
IWB
$46.7B
| $130M | 0.63% |
615,437
-10,565
|
|
||
29
iShares TIPS Bond ETF
TIP
$13.8B
| $123M | 0.6% |
1,152,660
-73,367
|
|
||
30
Procter & Gamble
PG
$342B
| $122M | 0.59% |
806,277
+14,021
|
|
||
31
Amazon
AMZN
$2.53T
| $120M | 0.58% |
1,428,693
+32,430
|
|
||
32
Walmart Inc
WMT
$957B
| $112M | 0.54% |
2,363,388
+42,978
|
|
||
33
Pfizer
PFE
$145B
| $111M | 0.54% |
2,168,961
+46,081
|
|
||
34
UnitedHealth
UNH
$303B
| $110M | 0.53% |
206,714
+3,218
|
|
||
|
35
iShares Core MSCI EAFE ETF
IEFA
$170B
| $109M | 0.53% |
1,764,904
+1,748,763
|
|
||
36
Exxon Mobil
XOM
$549B
| $106M | 0.52% |
964,518
-11,239
|
|
||
37
Starbucks
SBUX
$104B
| $105M | 0.51% |
1,063,425
+20,443
|
|
||
38
Johnson & Johnson
JNJ
$527B
| $104M | 0.51% |
590,273
+8,523
|
|
||
39
Amgen
AMGN
$177B
| $103M | 0.5% |
390,429
+1,315
|
|
||
40
NextEra Energy
NEE
$171B
| $101M | 0.49% |
1,207,048
-18,542
|
|
||
41
Netflix
NFLX
$376B
| $99.9M | 0.48% |
3,386,140
-326,950
|
|
||
42
Chevron
CVX
$334B
| $98.3M | 0.48% |
547,707
+6,010
|
|
||
43
Honeywell
HON
$135B
| $97.7M | 0.47% |
456,041
+8,787
|
|
||
44
DuPont de Nemours
DD
$18B
| $96.4M | 0.47% |
3,358,244
+71,664
|
|
||
45
Abbott
ABT
$217B
| $93.2M | 0.45% |
849,034
+19,394
|
|
||
46
Bank of America
BAC
$379B
| $92.6M | 0.45% |
2,796,793
+40,544
|
|
||
47
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.24B
| $92.5M | 0.45% |
4,499,062
+769,602
|
|
||
48
NVIDIA
NVDA
$4.45T
| $91M | 0.44% |
6,227,000
+1,434,830
|
|
||
49
Home Depot
HD
$374B
| $91M | 0.44% |
287,999
+7,157
|
|
||
50
Coca-Cola
KO
$307B
| $90.7M | 0.44% |
1,425,797
+24,706
|
|