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
151
$12.1M 0.06%
154,705
+5,673
152
$11.9M 0.06%
409,533
+10,384
153
$11.8M 0.06%
210,617
+5,407
154
$11.7M 0.06%
197,773
+7,187
155
$11.6M 0.06%
30,850
-733
156
$11.5M 0.06%
54,534
-598
157
$11.3M 0.06%
186,151
+6,457
158
$11.3M 0.06%
94,926
+3,325
159
$11.2M 0.06%
148,861
+515
160
$11.2M 0.06%
6,417
+110
161
$11.2M 0.06%
97,761
+4,145
162
$11.1M 0.06%
182,502
+6,437
163
$11.1M 0.06%
287,686
+9,323
164
$11M 0.06%
749,697
+191,601
165
$10.9M 0.06%
197,498
+5,638
166
$10.7M 0.06%
42,035
-6,654
167
$10.7M 0.06%
280,190
+16,588
168
$10.4M 0.05%
234,058
+14,085
169
$10.3M 0.05%
94,500
+2,600
170
$9.89M 0.05%
66,515
-12,110
171
$9.8M 0.05%
204,020
+2,760
172
$9.72M 0.05%
59,523
-7,782
173
$9.65M 0.05%
89,144
+82,506
174
$9.26M 0.05%
56,349
+1,971
175
$8.65M 0.05%
434,891
+27,413
5 6
7
8 9