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
151
$10.4M 0.06%
83,039
+8,654
152
$10.4M 0.06%
35,745
+4,659
153
$10.3M 0.06%
224,335
+51,542
154
$10.1M 0.06%
312,066
+38,472
155
$10.1M 0.06%
146,157
+38,992
156
$10M 0.06%
136,564
+24,768
157
$9.97M 0.06%
184,765
+77,399
158
$9.96M 0.06%
152,770
+35,872
159
$9.88M 0.06%
4,243
+659
160
$9.86M 0.06%
143,428
+60,219
161
$9.66M 0.06%
51,264
+8,825
162
$9.6M 0.06%
63,871
+11,278
163
$9.56M 0.06%
204,846
-13,295
164
$9.3M 0.05%
576,814
+10,487
165
$9.28M 0.05%
64,608
+5,916
166
$9.05M 0.05%
115,276
+5,352
167
$9.05M 0.05%
142,670
+9,933
168
$9.03M 0.05%
43,970
+7,522
169
$8.84M 0.05%
22,216
+1,637
170
$8.79M 0.05%
132,834
+21,361
171
$8.72M 0.05%
38,913
+1,845
172
$8.72M 0.05%
32,595
-169
173
$8.67M 0.05%
64,070
+11,478
174
$8.57M 0.05%
61,669
+13,385
175
$8.46M 0.05%
107,327
+20,574
5 6
7
8 9