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
76
$58.5M 0.31%
800,004
+26,588
77
$58.2M 0.3%
2,844,360
+1,200,755
78
$57.1M 0.3%
237,524
+18,648
79
$57.1M 0.3%
2,724,686
-551,797
80
$56.2M 0.29%
251,111
-25,860
81
$55.7M 0.29%
3,322,770
+55,708
82
$54.1M 0.28%
508,800
-290,258
83
$53.8M 0.28%
599,210
+15,916
84
$52M 0.27%
2,016,140
+15,136
85
$51.7M 0.27%
791,864
+15,814
86
$51.5M 0.27%
607,797
+4,534
87
$49.8M 0.26%
964,249
+9,448
88
$49.5M 0.26%
473,894
-189,891
89
$49.2M 0.26%
124,642
+3,081
90
$49M 0.26%
1,068,267
+31,152
91
$48.4M 0.25%
809,165
+40,807
92
$48.2M 0.25%
499,100
+12,670
93
$47.8M 0.25%
1,762,135
+50,248
94
$47.8M 0.25%
276,082
-71,804
95
$46.6M 0.24%
2,216,983
+160,528
96
$46.3M 0.24%
338,621
+73,370
97
$46.1M 0.24%
131,288
+3,706
98
$44.5M 0.23%
1,189,197
+128,739
99
$43.8M 0.23%
464,203
-185,177
100
$43.5M 0.23%
146,589
+13,091
2 3
4
5 6