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
101
$20.8M 0.21%
493,610
-12,049
102
$20.2M 0.2%
708,538
+694,760
103
$20M 0.2%
426,879
+74,253
104
$19.7M 0.19%
161,159
-12,605
105
$19.5M 0.19%
317,577
+301,512
106
$19.1M 0.19%
1,049,786
+25,872
107
$19.1M 0.19%
1,453,728
+89,117
108
$17.3M 0.17%
377,130
+24,038
109
$17.1M 0.17%
198,278
-2,558
110
$16.7M 0.16%
172,698
+9,575
111
$16.3M 0.16%
332,210
+39,624
112
$16.2M 0.16%
134,634
+5,657
113
$15.3M 0.15%
+2,400
114
$15.2M 0.15%
316,312
-34,298
115
$13.5M 0.13%
268,239
-1,513
116
$13.5M 0.13%
131,188
+5,723
117
$13.4M 0.13%
151,721
-1,230
118
$13.1M 0.13%
1,238,514
-86,369
119
$12.9M 0.13%
293,844
+2,115
120
$12.6M 0.12%
322,134
+15,918
121
$12.1M 0.12%
91,486
+3,923
122
$12.1M 0.12%
203,931
-23,745
123
$12M 0.12%
86,377
-7,276
124
$11.9M 0.12%
655,920
+54,985
125
$11.3M 0.11%
674,650
+91,341
3 4
5
6 7