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
51
$43.2M 0.43%
1,964,455
+76,356
52
$42.9M 0.42%
529,370
+10,959
53
$42.7M 0.42%
459,993
+7,267
54
$41.7M 0.41%
939,241
+13,228
55
$40.1M 0.4%
1,293,956
+81,618
56
$39.7M 0.39%
1,446,910
+249,384
57
$39.4M 0.39%
281,819
+11,282
58
$38M 0.37%
1,076,160
+48,785
59
$37.8M 0.37%
+16,970
60
$37.5M 0.37%
279,516
+8,284
61
$37.4M 0.37%
477,523
-89,444
62
$36.7M 0.36%
1,483,020
+241,651
63
$36.6M 0.36%
195,189
+7,815
64
$35.3M 0.35%
1,324,185
+46,254
65
$33.6M 0.33%
2,404,181
+55,814
66
$33.4M 0.33%
14,081
+685
67
$33.3M 0.33%
169,222
-25,635
68
$32.9M 0.32%
+213,993
69
$32.6M 0.32%
180,645
+2,451
70
$32.4M 0.32%
838,432
+138,453
71
$32.3M 0.32%
345,480
-85,799
72
$32.2M 0.32%
108,440
-27,757
73
$31.7M 0.31%
1,563,195
+30,360
74
$31.5M 0.31%
694,198
-13,240
75
$31.3M 0.31%
529,716
-187,052
1 2
3
4 5