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
126
$18.5M 0.11%
302,978
+48,909
127
$16.8M 0.1%
238,519
-195,217
128
$16.6M 0.1%
74,709
-14,679
129
$16.4M 0.09%
290,573
+22,167
130
$14.8M 0.09%
243,717
+10,630
131
$14.6M 0.08%
380,888
+95,276
132
$14.5M 0.08%
200,802
-17,296
133
$14.3M 0.08%
355,613
+51,915
134
$13.4M 0.08%
272,224
+42,172
135
$12.7M 0.07%
32,143
-574
136
$12M 0.07%
275,490
-18,327
137
$11.9M 0.07%
25,063
-7,265
138
$11.8M 0.07%
392,671
+54,431
139
$11.6M 0.07%
330,397
+18,887
140
$11.5M 0.07%
205,656
+11,988
141
$11.5M 0.07%
277,234
+29,145
142
$11.3M 0.07%
180,092
+14,445
143
$11.3M 0.07%
163,617
+3,276
144
$11.1M 0.06%
108,295
+7,918
145
$11M 0.06%
202,178
+18,585
146
$11M 0.06%
169,243
+21,618
147
$10.7M 0.06%
227,575
+19,835
148
$10.7M 0.06%
284,868
+11,978
149
$10.7M 0.06%
56,272
+51,724
150
$10.5M 0.06%
200,344
+16,033
4 5
6
7 8