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
176
$8.46M 0.05%
82,020
+5,780
177
$8.37M 0.05%
519,408
+17,712
178
$8.29M 0.05%
124,722
+25,931
179
$8.25M 0.05%
97,445
+22,174
180
$8.03M 0.05%
100,446
+17,589
181
$8.01M 0.05%
107,126
+27,481
182
$7.46M 0.04%
39,921
+5,347
183
$7.38M 0.04%
116,889
+19,543
184
$7.37M 0.04%
+249,885
185
$7.33M 0.04%
50,410
-10,996
186
$7.13M 0.04%
164,172
+19,275
187
$6.9M 0.04%
60,650
+39,486
188
$6.56M 0.04%
17,564
+7,516
189
$6.53M 0.04%
60,158
+1,842
190
$6.51M 0.04%
30,420
+1,723
191
$6.47M 0.04%
60,059
+11,089
192
$6.46M 0.04%
61,384
+9,375
193
$6.12M 0.04%
40,799
+7,598
194
$5.91M 0.03%
55,907
+12,881
195
$5.81M 0.03%
+13,856
196
$5.79M 0.03%
94,470
+23,630
197
$5.78M 0.03%
41,371
+9,820
198
$5.73M 0.03%
114,018
+23,248
199
$5.51M 0.03%
61,849
+11,889
200
$5.3M 0.03%
16,618
-1,492
6 7
8
9 10