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
51
$68.8M 0.4%
317,129
+13,330
52
$68.5M 0.4%
282,175
+21,387
53
$67M 0.39%
1,046,331
+72,737
54
$67M 0.39%
1,035,962
-291,508
55
$66.7M 0.39%
1,666,712
+97,539
56
$65.1M 0.38%
395,842
+19,396
57
$63.5M 0.37%
477,707
-52,961
58
$63.3M 0.37%
1,168,946
+65,942
59
$62.6M 0.36%
215,818
+82
60
$62.3M 0.36%
182,805
-57,511
61
$62.2M 0.36%
1,114,196
+16,146
62
$61.7M 0.36%
992,045
+65,996
63
$61.1M 0.35%
2,280,591
+59,687
64
$60.8M 0.35%
629,934
+50,808
65
$60.6M 0.35%
246,198
+14,991
66
$60.1M 0.35%
1,140,014
+106,136
67
$58.4M 0.34%
1,584,625
+38,840
68
$58.3M 0.34%
554,458
+4,346
69
$58M 0.34%
2,042,600
+149,900
70
$57.9M 0.34%
347,382
+13,950
71
$57M 0.33%
1,572,989
+213,554
72
$56.9M 0.33%
441,342
-31,870
73
$56.1M 0.33%
1,029,352
+143,436
74
$56M 0.32%
316,869
+20,609
75
$55.4M 0.32%
502,778
+20,429
1 2
3
4 5