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
$11.9B
AUM Growth
+$1.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$56.7M
3
+$47.5M
4
BAC icon
Bank of America
BAC
+$44.3M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$41.2M

Top Sells

1
+$38M
2
+$36.4M
3
+$36M
4
CL icon
Colgate-Palmolive
CL
+$35.6M
5
ALLY icon
Ally Financial
ALLY
+$27.8M

Sector Composition

1 Technology 4.71%
2 Communication Services 4.23%
3 Utilities 4.17%
4 Industrials 4.09%
5 Consumer Staples 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.26M 0.01%
30,740
+14,095
227
$1.22M 0.01%
39,790
-910,668
228
$1.21M 0.01%
5,696
+99
229
$1.14M 0.01%
2,259
-34
230
$1.05M 0.01%
6,373
-348
231
$1.04M 0.01%
+9,475
232
$1.03M 0.01%
11,661
+1,437
233
$1M 0.01%
2,581
+627
234
$988K 0.01%
12,199
+2,264
235
$953K 0.01%
20,776
+4,658
236
$942K 0.01%
19,456
+8,728
237
$917K 0.01%
6,716
+296
238
$886K 0.01%
4,207
+304
239
$831K 0.01%
13,570
+2,405
240
$780K 0.01%
3,186
+278
241
$757K 0.01%
23,960
+2,270
242
$745K 0.01%
5,986
-515
243
$726K 0.01%
9,087
+3,980
244
$720K 0.01%
1,918
+356
245
$718K 0.01%
644
246
$675K 0.01%
4,573
+1,085
247
$638K 0.01%
3,530
+556
248
$638K 0.01%
11,861
-1,626
249
$627K 0.01%
4,241
+2,045
250
$603K 0.01%
2,412
-20
8 9
10
11 12