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
$10.1B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$46.9M
3
+$37.8M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$36M
5
SHW icon
Sherwin-Williams
SHW
+$32.9M

Top Sells

1
+$36.1M
2
+$21M
3
+$19.5M
4
AAPL icon
Apple
AAPL
+$16.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$15.9M

Sector Composition

1 Technology 5.1%
2 Communication Services 4.1%
3 Utilities 4%
4 Consumer Staples 3.98%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$67.9M 0.67%
1,162,620
+34,100
27
$58.9M 0.58%
352,440
+8,132
28
$57.5M 0.57%
521,606
+10,691
29
$55.6M 0.55%
229,227
-5,645
30
$55M 0.54%
8,331,000
-661,480
31
$54.7M 0.54%
1,438,182
+32,067
32
$54.1M 0.53%
997,633
+11,658
33
$53.9M 0.53%
216,351
+4,148
34
$53.3M 0.53%
5,057,916
+3,415,002
35
$52.5M 0.52%
663,227
+17,906
36
$51.8M 0.51%
573,891
+260
37
$51.6M 0.51%
1,371,540
-136,970
38
$51.4M 0.51%
851,952
-51,460
39
$50.6M 0.5%
248,815
+5,967
40
$48.6M 0.48%
336,650
+4,435
41
$48.3M 0.48%
169,252
-55,390
42
$47.3M 0.47%
718,115
+8,417
43
$47M 0.46%
867,453
+483
44
$47M 0.46%
871,942
+18,984
45
$46.3M 0.46%
352,414
+7,212
46
$46.3M 0.46%
320,798
+11,741
47
$46.2M 0.46%
1,338,988
+31,980
48
$45.8M 0.45%
321,674
+5,183
49
$44M 0.43%
453,640
+14,344
50
$43.7M 0.43%
527,760
+7,939
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