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
101
$41.7M 0.22%
823,444
+32,123
102
$41.6M 0.22%
3,028,352
+149,460
103
$41.5M 0.22%
269,637
-3,600
104
$41.3M 0.22%
271,399
-24,820
105
$41.2M 0.22%
124,035
+5,596
106
$39.6M 0.21%
887,710
+40,099
107
$38.5M 0.2%
240,502
-27,283
108
$38.5M 0.2%
550,726
+131,964
109
$38.4M 0.2%
457,598
+141,121
110
$37.7M 0.2%
+2,812,457
111
$37.2M 0.19%
+778,768
112
$36M 0.19%
1,760,933
+28,025
113
$35.2M 0.18%
164,572
+12,446
114
$33.9M 0.18%
333,122
+308,026
115
$33.2M 0.17%
179,249
+3,380
116
$32.6M 0.17%
467,867
+3,659
117
$32M 0.17%
192,181
-374
118
$29.8M 0.16%
377,295
+101,414
119
$29.2M 0.15%
432,722
+8,620
120
$27.8M 0.15%
159,044
-8,067
121
$23.5M 0.12%
486,039
+14,931
122
$23.2M 0.12%
311,958
+4,633
123
$21.7M 0.11%
2,858,708
+632,449
124
$20.4M 0.11%
204,979
-1,551
125
$19.8M 0.1%
453,533
+14
3 4
5
6 7