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
$8.91B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$97.4M
3
+$49.7M
4
ABT icon
Abbott
ABT
+$42.6M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$35.2M

Top Sells

1
+$122M
2
+$73.3M
3
+$26.9M
4
CELG
Celgene Corp
CELG
+$26.9M
5
V icon
Visa
V
+$24.2M

Sector Composition

1 Utilities 4.46%
2 Communication Services 4.42%
3 Consumer Staples 4.34%
4 Industrials 4.24%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$375K ﹤0.01%
2,053
-846
252
$371K ﹤0.01%
+3,513
253
$370K ﹤0.01%
2,317
-1
254
$365K ﹤0.01%
+12,264
255
$361K ﹤0.01%
3,343
+1,232
256
$349K ﹤0.01%
1,768
-56
257
$348K ﹤0.01%
5,870
-8
258
$343K ﹤0.01%
13,200
-1,080
259
$327K ﹤0.01%
+22,216
260
$324K ﹤0.01%
1,685
-120,851
261
$323K ﹤0.01%
2,385
262
$318K ﹤0.01%
1,227
-69
263
$318K ﹤0.01%
1,842
+430
264
$314K ﹤0.01%
+4,191
265
$310K ﹤0.01%
3,784
-94
266
$309K ﹤0.01%
5,087
-2,899
267
$309K ﹤0.01%
1,028
-346
268
$307K ﹤0.01%
5,913
-500
269
$305K ﹤0.01%
1,865
+219
270
$298K ﹤0.01%
2,547
-448
271
$298K ﹤0.01%
6,938
-4,095
272
$298K ﹤0.01%
3,372
-1,013
273
$297K ﹤0.01%
4,773
+296
274
$297K ﹤0.01%
11,249
+348
275
$296K ﹤0.01%
+5,480
9 10
11
12 13