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
51
$74.8M 0.39%
488,839
+2,769
52
$74.5M 0.39%
1,953,266
+52,790
53
$72.5M 0.38%
3,115,528
+132,277
54
$71.9M 0.38%
344,136
+3,371
55
$69.6M 0.36%
382,017
+10,475
56
$69.4M 0.36%
253,154
-12,587
57
$69.2M 0.36%
308,457
-19,974
58
$69.2M 0.36%
891,611
-7,054
59
$68.7M 0.36%
4,529,140
+80,700
60
$68.3M 0.36%
909,392
-72,876
61
$67.8M 0.36%
887,367
+23,529
62
$67.5M 0.35%
798,981
+9,893
63
$65.6M 0.34%
2,271,452
-14,178
64
$64.2M 0.34%
389,163
-20,362
65
$63.3M 0.33%
754,512
+62,401
66
$63.2M 0.33%
391,841
-7,003
67
$63.1M 0.33%
3,610,560
+2,120,960
68
$62M 0.32%
1,038,899
+13,200
69
$61.6M 0.32%
890,889
+7,243
70
$61.5M 0.32%
394,413
-128,578
71
$61.2M 0.32%
1,302,185
+40,348
72
$60.6M 0.32%
1,545,290
+83,385
73
$60M 0.31%
248,123
+3,185
74
$59.6M 0.31%
583,076
+27,606
75
$58.5M 0.31%
631,562
+8,573
1 2
3
4 5