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
276
$290K ﹤0.01%
+2,649
277
$282K ﹤0.01%
390
+16
278
$281K ﹤0.01%
4,347
-2,336
279
$278K ﹤0.01%
1,109
-5
280
$277K ﹤0.01%
2,000
281
$276K ﹤0.01%
10,745
-77
282
$273K ﹤0.01%
6,877
-1,981
283
$263K ﹤0.01%
5,462
-782
284
$262K ﹤0.01%
5,204
-347,108
285
$261K ﹤0.01%
+4,086
286
$260K ﹤0.01%
6,783
+9
287
$257K ﹤0.01%
+10,240
288
$256K ﹤0.01%
3,968
-7,492
289
$255K ﹤0.01%
+1,961
290
$254K ﹤0.01%
2,665
+55
291
$249K ﹤0.01%
+9,999
292
$246K ﹤0.01%
2,467
+21
293
$243K ﹤0.01%
2,479
-506
294
$241K ﹤0.01%
+1,077
295
$239K ﹤0.01%
+1,010
296
$238K ﹤0.01%
1,667
-1,900
297
$237K ﹤0.01%
+8,090
298
$237K ﹤0.01%
+7,198
299
$233K ﹤0.01%
1,901
-921
300
$233K ﹤0.01%
+6,000