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
$19.1B
AUM Growth
-$2.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$148M
3
+$88.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$73.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$47.3M

Top Sells

1
+$80.7M
2
+$66.9M
3
+$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$39M
5
CVX icon
Chevron
CVX
+$37.3M

Sector Composition

1 Technology 4.84%
2 Consumer Staples 4.52%
3 Utilities 4.36%
4 Healthcare 3.73%
5 Materials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$132M 0.69%
633,201
-13,691
27
$128M 0.67%
469,980
+4,817
28
$127M 0.66%
1,194,168
+13,528
29
$124M 0.65%
241,263
+1,135
30
$117M 0.61%
371,711
+7,796
31
$113M 0.59%
1,005,695
+50,062
32
$111M 0.58%
772,852
+13,986
33
$109M 0.57%
2,079,593
+95,219
34
$101M 0.53%
567,677
+9,070
35
$93.6M 0.49%
1,207,882
+26,874
36
$92.5M 0.48%
380,252
+7,293
37
$91.5M 0.48%
190,976
-40,859
38
$90.9M 0.48%
2,241,993
+69,483
39
$86.8M 0.45%
1,379,374
+15,555
40
$85.9M 0.45%
1,693,090
-246
41
$85.4M 0.45%
467,992
+20,734
42
$82.3M 0.43%
767,191
+11,313
43
$82.2M 0.43%
960,401
+13,682
44
$80.8M 0.42%
743,248
-52,507
45
$79.1M 0.41%
1,108,719
-86,721
46
$78.4M 0.41%
1,690,590
+70,802
47
$76.5M 0.4%
528,321
-257,331
48
$75.8M 0.4%
2,434,425
-149,936
49
$75.4M 0.39%
433,594
+12,893
50
$75.3M 0.39%
2,878,250
+95,200
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