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
126
$9.91M 0.1%
129,278
+15,017
127
$9.8M 0.1%
500,793
-1,359
128
$9.24M 0.09%
196,605
+30,606
129
$9.21M 0.09%
808,315
+217,646
130
$9.13M 0.09%
316,721
+6,754
131
$8.81M 0.09%
88,421
+73,616
132
$8.18M 0.08%
116,464
-298,779
133
$7.91M 0.08%
179,740
+3,374
134
$7.89M 0.08%
200,604
+26,781
135
$7.82M 0.08%
243,101
-115,408
136
$7.66M 0.08%
93,293
-33,938
137
$7.64M 0.08%
293,692
+10,253
138
$7.18M 0.07%
105,914
-32,618
139
$7.02M 0.07%
193,289
+7,904
140
$6.84M 0.07%
313,387
+9,752
141
$6.73M 0.07%
819,084
-67,801
142
$6.48M 0.06%
32,022
+5,497
143
$6.38M 0.06%
+64,236
144
$6.37M 0.06%
+2,190
145
$6.32M 0.06%
105,514
+3,564
146
$6.29M 0.06%
101,608
+3,747
147
$6.07M 0.06%
221,524
+11,585
148
$5.88M 0.06%
112,872
+24,252
149
$5.85M 0.06%
35,461
-4,574
150
$5.75M 0.06%
82,590
+6,797
4 5
6
7 8