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
76
$31.2M 0.31%
422,802
+53,857
77
$30.9M 0.3%
268,207
+248,287
78
$30.2M 0.3%
592,109
+4,871
79
$30.2M 0.3%
940,353
+67,598
80
$30M 0.3%
736,365
-85,568
81
$30M 0.3%
292,523
-30,898
82
$29M 0.29%
470,075
+38,106
83
$28.5M 0.28%
517,407
+4,662
84
$28.5M 0.28%
225,339
+1,034
85
$28.4M 0.28%
1,356,507
+37,623
86
$27.9M 0.28%
367,176
+12,891
87
$27.5M 0.27%
175,919
+12,163
88
$27.1M 0.27%
302,194
+7,148
89
$26.5M 0.26%
896,004
+157,062
90
$26M 0.26%
717,543
-94,621
91
$25.8M 0.25%
425,477
+52,478
92
$25.5M 0.25%
2,008,380
+48,862
93
$25.3M 0.25%
1,464,539
+111,611
94
$25.2M 0.25%
641,551
+27,480
95
$23.8M 0.23%
1,556,978
+169,112
96
$23.8M 0.23%
+14,838
97
$23.4M 0.23%
413,112
+47,969
98
$21.3M 0.21%
613,902
-24,632
99
$20.9M 0.21%
338,421
-11,804
100
$20.9M 0.21%
1,439,026
+218,644
2 3
4
5 6