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
201
$2.13M 0.02%
38,812
-1,337
202
$2.12M 0.02%
6,528
203
$2.06M 0.02%
11,267
+1,687
204
$2M 0.02%
57,210
-7,605
205
$1.98M 0.02%
19,185
+3,129
206
$1.93M 0.02%
246,350
+42,942
207
$1.89M 0.02%
76,236
-81,588
208
$1.85M 0.02%
26,196
+5,493
209
$1.78M 0.02%
11,444
-2,282
210
$1.76M 0.02%
16,970
+2,500
211
$1.75M 0.02%
36,538
+7,094
212
$1.73M 0.02%
19,120
-2,720
213
$1.65M 0.02%
10,570
-158
214
$1.55M 0.02%
11,094
+78
215
$1.5M 0.01%
17,131
-3,142
216
$1.5M 0.01%
76,214
+17,057
217
$1.48M 0.01%
8,346
+2
218
$1.41M 0.01%
14,644
+1,982
219
$1.36M 0.01%
26,006
+4,737
220
$1.16M 0.01%
24,934
-4,106
221
$1.13M 0.01%
1,632
+1,260
222
$1.03M 0.01%
34,154
223
$997K 0.01%
2,267
+8
224
$981K 0.01%
+173,942
225
$969K 0.01%
12,819
+1,158
7 8
9
10 11