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
251
$585K ﹤0.01%
4,562
+477
252
$578K ﹤0.01%
45,132
+3,276
253
$564K ﹤0.01%
+4,921
254
$550K ﹤0.01%
+8,726
255
$549K ﹤0.01%
+9,739
256
$548K ﹤0.01%
+13,566
257
$525K ﹤0.01%
9,436
-1,787
258
$518K ﹤0.01%
2,701
+83
259
$517K ﹤0.01%
+8,300
260
$508K ﹤0.01%
6,528
+1,068
261
$507K ﹤0.01%
5,766
+705
262
$505K ﹤0.01%
1,903
-15
263
$503K ﹤0.01%
1,764
+188
264
$502K ﹤0.01%
8,428
+1,845
265
$491K ﹤0.01%
+8,244
266
$490K ﹤0.01%
+1,470
267
$489K ﹤0.01%
5,410
+29
268
$483K ﹤0.01%
9,682
+1,385
269
$477K ﹤0.01%
5,441
-58
270
$469K ﹤0.01%
6,145
-458
271
$468K ﹤0.01%
5,654
+103
272
$461K ﹤0.01%
+18,180
273
$460K ﹤0.01%
11,908
274
$452K ﹤0.01%
1,391
+504
275
$441K ﹤0.01%
2,100
+104
9 10
11
12 13