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
126
$19.2M 0.1%
210,909
-2,186
127
$17.8M 0.09%
189,719
+35,476
128
$17.3M 0.09%
310,894
-9,407
129
$17.3M 0.09%
87,675
-2,283
130
$17M 0.09%
167,973
+3,827
131
$16.3M 0.09%
171,386
-338
132
$16.1M 0.08%
321,573
+85,094
133
$16M 0.08%
49,350
-1,473
134
$14.7M 0.08%
359,915
+5,111
135
$14.4M 0.08%
247,576
+4,184
136
$14.4M 0.08%
180,773
+920
137
$14.2M 0.07%
201,252
+1,021
138
$14.2M 0.07%
163,069
-17,538
139
$14M 0.07%
103,856
+2,150
140
$14M 0.07%
127,552
+3,808
141
$13.9M 0.07%
174,056
+3,302
142
$13.8M 0.07%
37,704
+2,242
143
$13.7M 0.07%
216,888
+2,292
144
$13.6M 0.07%
333,072
+6,108
145
$12.9M 0.07%
280,489
+6,200
146
$12.9M 0.07%
99,183
+2,507
147
$12.6M 0.07%
238,082
+8,412
148
$12.6M 0.07%
209,734
+3,579
149
$12.5M 0.07%
251,098
-20,001
150
$12.4M 0.06%
367,677
+14,334
4 5
6
7 8