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
201
$2.64M 0.01%
11,825
-2,368
202
$2.62M 0.01%
8,031
-502
203
$2.55M 0.01%
6,545
+3
204
$2.46M 0.01%
35,176
-851
205
$2.35M 0.01%
17,803
-3,691
206
$2.32M 0.01%
10,596
-219
207
$2.29M 0.01%
29,986
-245
208
$2.22M 0.01%
14,481
-1,994
209
$2.11M 0.01%
191,758
+129,832
210
$1.97M 0.01%
15,081
211
$1.94M 0.01%
37,593
-4,150
212
$1.85M 0.01%
3,403
-65
213
$1.71M 0.01%
35,100
-120
214
$1.65M 0.01%
11,886
+1,149
215
$1.62M 0.01%
34,172
-1,308
216
$1.6M 0.01%
4,163
-504
217
$1.6M 0.01%
11,311
-73
218
$1.58M 0.01%
12,346
-5,906
219
$1.5M 0.01%
70,898
+1,878
220
$1.47M 0.01%
98,811
+30,165
221
$1.47M 0.01%
8,719
-826
222
$1.46M 0.01%
8,503
+6
223
$1.38M 0.01%
10,816
+1,159
224
$1.36M 0.01%
21,785
+244
225
$1.2M 0.01%
15,894
-518,491
7 8
9
10 11