PCA

Personal Capital Advisors Portfolio holdings

AUM $20.6B
1-Year Est. Return 13.65%
This Fund
S&P 500
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
505
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$161M
3
+$96M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$75.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$49M

Top Sells

1
+$86.8M
2
+$70.6M
3
+$65.1M
4
CVX icon
Chevron
CVX
+$42.5M
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$40.3M

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
501
– –
-15,000
502
– –
-454
503
– –
-2,646
17 18 19 20
21