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
1
$1.97B 11.44%
104,955,570
+4,205,314
2
$941M 5.45%
4,258,681
-538,922
3
$866M 5.02%
16,645,246
+469,118
4
$822M 4.77%
10,005,184
+1,163,815
5
$630M 3.65%
6,857,291
+736,969
6
$536M 3.11%
4,127,054
+472,813
7
$470M 2.72%
3,742,852
+349,763
8
$401M 2.32%
7,183,348
+691,616
9
$393M 2.28%
3,025,342
+428,631
10
$344M 1.99%
13,803,400
-1,740,060
11
$343M 1.99%
10,555,099
+876,475
12
$333M 1.93%
2,592,960
+125,777
13
$284M 1.65%
1,374,568
+39,923
14
$266M 1.54%
3,504,747
+558,474
15
$264M 1.53%
5,766,945
+597,455
16
$237M 1.37%
13,760,773
+759,315
17
$232M 1.34%
7,560,716
+898,792
18
$197M 1.14%
1,612,114
+109,518
19
$194M 1.13%
1,835,883
+159,289
20
$171M 0.99%
725,977
+44,326
21
$156M 0.91%
1,511,420
+138,220
22
$155M 0.9%
999,680
+39,300
23
$154M 0.89%
688,230
-18,519
24
$127M 0.74%
834,486
+55,560
25
$117M 0.68%
2,704,296
+385,453
1
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