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
101
$40.3M 0.23%
672,337
+36,797
102
$39.7M 0.23%
1,377,326
+95,544
103
$39.3M 0.23%
768,904
+47,577
104
$39.1M 0.23%
+2,142,812
105
$38.8M 0.23%
204,228
+6,161
106
$38M 0.22%
848,320
+60,696
107
$37.9M 0.22%
2,053,431
+96,763
108
$37.9M 0.22%
636,690
+60,327
109
$37.1M 0.22%
444,054
+104,125
110
$37M 0.21%
204,185
+58,795
111
$35.1M 0.2%
250,083
+40,677
112
$35.1M 0.2%
1,868,303
+215,187
113
$33.7M 0.2%
366,034
+11,802
114
$33.6M 0.19%
426,269
+23,517
115
$31.9M 0.18%
1,341,223
-218,196
116
$30.5M 0.18%
1,288,872
+182,626
117
$30.2M 0.18%
330,057
-80,223
118
$26.6M 0.15%
1,020,903
-268,667
119
$26.3M 0.15%
147,681
+27,438
120
$24.3M 0.14%
172,086
+18,748
121
$22.1M 0.13%
99,976
-2,485
122
$19.7M 0.11%
151,781
+4,838
123
$19.3M 0.11%
283,524
-5,775
124
$19.2M 0.11%
150,675
+3,641
125
$19M 0.11%
399,758
+35,637
3 4
5
6 7