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
151
$5.74M 0.06%
18,035
+2,742
152
$5.71M 0.06%
151,640
+5,988
153
$5.32M 0.05%
109,402
+12,980
154
$5.24M 0.05%
70,937
+9,482
155
$5.17M 0.05%
115,565
+8,835
156
$5.14M 0.05%
155,966
+48,215
157
$5M 0.05%
90,123
+7,621
158
$4.93M 0.05%
33,611
+32,105
159
$4.89M 0.05%
35,192
+1,465
160
$4.79M 0.05%
165,705
+12,505
161
$4.7M 0.05%
192,437
+9,145
162
$4.6M 0.05%
542,653
+23,212
163
$4.47M 0.04%
32,760
-4,600
164
$4.23M 0.04%
16,819
+221
165
$4.14M 0.04%
35,973
+1,868
166
$4.07M 0.04%
72,847
+3,627
167
$4.02M 0.04%
31,175
+3,588
168
$3.96M 0.04%
141,604
+9,914
169
$3.96M 0.04%
64,969
+6,094
170
$3.93M 0.04%
+198,092
171
$3.93M 0.04%
59,229
-19,021
172
$3.76M 0.04%
18,677
+2,077
173
$3.72M 0.04%
37,091
+4,828
174
$3.7M 0.04%
45,753
+5,051
175
$3.69M 0.04%
213,789
+500
5 6
7
8 9