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
176
$3.54M 0.03%
44,859
+5,971
177
$3.51M 0.03%
62,560
-720
178
$3.48M 0.03%
25,151
+4,144
179
$3.45M 0.03%
21,430
+2,473
180
$3.43M 0.03%
14,473
+2,393
181
$3.43M 0.03%
71,035
+9,099
182
$3.36M 0.03%
58,880
+7,262
183
$3.12M 0.03%
26,843
+925
184
$2.95M 0.03%
34,132
-26,573
185
$2.92M 0.03%
192,157
+88,919
186
$2.89M 0.03%
84,786
+12,768
187
$2.88M 0.03%
33,953
+5,780
188
$2.77M 0.03%
23,038
+1,972
189
$2.75M 0.03%
58,964
+7,109
190
$2.61M 0.03%
66,771
+3,372
191
$2.59M 0.03%
16,399
+158
192
$2.52M 0.02%
150,291
+15,146
193
$2.47M 0.02%
14,129
-826
194
$2.44M 0.02%
34,292
+4,756
195
$2.38M 0.02%
149,300
+43,850
196
$2.33M 0.02%
92,285
+13,074
197
$2.33M 0.02%
43,569
-14,317
198
$2.29M 0.02%
11,139
-470
199
$2.22M 0.02%
11,749
+3,782
200
$2.15M 0.02%
32,534
+4,564
6 7
8
9 10