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
26
$114M 0.66%
387,442
+16,558
27
$113M 0.66%
2,180,383
+176,837
28
$112M 0.65%
1,969,490
+221,372
29
$108M 0.63%
303,231
+33,014
30
$106M 0.61%
413,889
+20,247
31
$95.7M 0.55%
518,573
+15,702
32
$91.1M 0.53%
2,354,071
+110,809
33
$89M 0.52%
239,136
+14,632
34
$88.4M 0.51%
6,622,760
+339,400
35
$86.4M 0.5%
790,843
+29,279
36
$82.8M 0.48%
691,274
+23,193
37
$82.4M 0.48%
608,599
+53,483
38
$81M 0.47%
265,458
+32,013
39
$79.7M 0.46%
1,031,749
+47,953
40
$78.3M 0.45%
975,512
-121,501
41
$78.1M 0.45%
1,725,834
+151,083
42
$78M 0.45%
351,902
+17,876
43
$77.8M 0.45%
742,468
+23,696
44
$76.4M 0.44%
1,313,351
+315,734
45
$73.7M 0.43%
347,910
+7,447
46
$73.6M 0.43%
972,838
+54,909
47
$73.3M 0.43%
140,572
+4,365
48
$71.8M 0.42%
203,717
+18,264
49
$70.8M 0.41%
284,409
+20,889
50
$69.5M 0.4%
1,087,011
+47,189
1
2
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