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
76
$55.4M 0.32%
483,629
+28,155
77
$55.3M 0.32%
258,244
+32,836
78
$54.8M 0.32%
322,423
+44,519
79
$54.4M 0.32%
2,381,031
+198,543
80
$54.2M 0.31%
1,190,628
+271,688
81
$53.7M 0.31%
619,846
+50,863
82
$53.4M 0.31%
745,398
+11,156
83
$51.7M 0.3%
780,274
+682,202
84
$51.6M 0.3%
128,035
+20,215
85
$49.7M 0.29%
361,457
-18,301
86
$49.3M 0.29%
201,081
-64,806
87
$49.1M 0.28%
174,424
+17,488
88
$48.8M 0.28%
2,930,840
+82,117
89
$48M 0.28%
796,878
+65,407
90
$47.7M 0.28%
586,460
+155,941
91
$47.4M 0.27%
830,869
+24,023
92
$47M 0.27%
517,470
+89,093
93
$46.4M 0.27%
228,856
+27,871
94
$45.4M 0.26%
310,485
-134,118
95
$44.7M 0.26%
129,525
+2,882
96
$44.5M 0.26%
104,854
+2,988
97
$44.2M 0.26%
2,044,535
+57,480
98
$42.9M 0.25%
658,463
+29,098
99
$41.9M 0.24%
557,560
+35,800
100
$41.3M 0.24%
238,972
+23,469
2 3
4
5 6