Personal Capital Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$647M |
| 2 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$475M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$176M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$103M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$76.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$635M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$454M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$44.5M |
| 4 |
PayPal
PYPL
|
+$23.8M |
| 5 |
Meta Platforms (Facebook)
META
|
+$20.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.69% |
| 2 | Consumer Staples | 4.52% |
| 3 | Utilities | 4.28% |
| 4 | Financials | 3.89% |
| 5 | Healthcare | 3.83% |
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Personal Capital Advisors's Q4 2022 Portfolio in Review
As of Q4 2022, Personal Capital Advisors held 508 positions worth $20.6B, up 11% from $18.5B the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Personal Capital Advisors deployed $779M of net new capital in Q4 2022, opening 55 new positions and adding to 238 existing holdings. Its largest new stake was Vanguard Intermediate-Term Treasury ETF: 11,066,438 shares worth $647M.
By sector, the portfolio is most concentrated in Technology at 4.7% of assets, down from 5.2% a quarter earlier, followed by Consumer Staples and Utilities.
On the sell side, the largest reduction was iShares 3-7 Year Treasury Bond ETF, an estimated $635M trimmed.
- Personal Capital Advisors's largest Q4 2022 buy was Vanguard Intermediate-Term Treasury ETF: 11,066,438 shares worth $647M.
- Personal Capital Advisors added most to iShares Core S&P Total US Stock Market ETF in Q4 2022, an estimated $176M increase.
- Personal Capital Advisors's biggest Q4 2022 reduction was iShares 3-7 Year Treasury Bond ETF, cutting an estimated $635M.
- Personal Capital Advisors fully exited AvidXchange in Q4 2022, selling an estimated $1.3M.
- Personal Capital Advisors's ten largest holdings make up 42% of its $20.6B portfolio in Q4 2022.
- Personal Capital Advisors opened 55 new positions and closed 19 in Q4 2022.
- Personal Capital Advisors's portfolio value rose 11% quarter-over-quarter to $20.6B.
Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.