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
176
$8.59M 0.05%
424,594
+22,221
177
$8.5M 0.04%
87,261
+1,929
178
$8.31M 0.04%
32,016
+49
179
$7.56M 0.04%
207,063
+2,734
180
$7.54M 0.04%
76,428
+1,595
181
$7.34M 0.04%
93,951
+5,079
182
$7.33M 0.04%
159,376
+7,471
183
$7.11M 0.04%
18,739
-1,731
184
$6.98M 0.04%
16,939
-2,652
185
$6.85M 0.04%
74,110
-873,204
186
$6.68M 0.04%
154,350
-13,824
187
$6.61M 0.03%
189,977
-1,042,483
188
$6.54M 0.03%
37,156
+3,326
189
$6.17M 0.03%
139,693
+9,693
190
$5.81M 0.03%
244,613
-76,380
191
$5.58M 0.03%
16,090
+1,952
192
$4.22M 0.02%
38,410
-125
193
$3.78M 0.02%
19,192
+79
194
$3.09M 0.02%
17,207
-18,186
195
$3.01M 0.02%
20,988
-248
196
$2.92M 0.02%
59,465
+21,972
197
$2.91M 0.02%
68,332
+2,954
198
$2.85M 0.01%
11,539
+4,436
199
$2.83M 0.01%
52,039
-39,408
200
$2.82M 0.01%
21,526
-2,222
6 7
8
9 10