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
201
$5.27M 0.03%
27,344
+5,476
202
$5.26M 0.03%
62,036
+12,176
203
$5.21M 0.03%
216,304
+56,879
204
$5M 0.03%
28,267
+104
205
$4.84M 0.03%
+52,833
206
$4.83M 0.03%
77,050
-5,273
207
$4.8M 0.03%
13,164
+2,014
208
$4.3M 0.02%
16,743
+2,503
209
$4.27M 0.02%
20,175
-207
210
$3.91M 0.02%
17,010
-1
211
$3.9M 0.02%
75,522
+4,414
212
$3.12M 0.02%
21,242
+1,741
213
$3.08M 0.02%
47,818
+13,658
214
$3.04M 0.02%
8,474
-1,316
215
$2.82M 0.02%
21,456
+838
216
$2.74M 0.02%
10,769
-325
217
$2.74M 0.02%
34,875
+10,772
218
$2.7M 0.02%
16,296
-1,464
219
$2.6M 0.02%
64,581
+197
220
$2.56M 0.01%
9,252
+319
221
$2.41M 0.01%
6,545
-3
222
$2.37M 0.01%
18,616
+1,820
223
$2.34M 0.01%
9,626
-213
224
$2.25M 0.01%
8,815
+675
225
$2.17M 0.01%
16,407
+5,589
7 8
9
10 11