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
276
$440K ﹤0.01%
3,082
-104
277
$439K ﹤0.01%
+7,089
278
$435K ﹤0.01%
10,254
279
$431K ﹤0.01%
8,637
+1,997
280
$430K ﹤0.01%
12,300
-3,050
281
$425K ﹤0.01%
2,760
+257
282
$421K ﹤0.01%
+8,581
283
$420K ﹤0.01%
6,881
+401
284
$413K ﹤0.01%
14,653
+3,227
285
$412K ﹤0.01%
13,396
+1,761
286
$410K ﹤0.01%
+13,778
287
$409K ﹤0.01%
199
+10
288
$408K ﹤0.01%
9,019
+1,790
289
$407K ﹤0.01%
2,993
+405
290
$407K ﹤0.01%
5,187
+249
291
$400K ﹤0.01%
5,107
-6,587
292
$399K ﹤0.01%
4,230
+721
293
$394K ﹤0.01%
14,403
-686
294
$393K ﹤0.01%
8,749
+534
295
$387K ﹤0.01%
+2,976
296
$386K ﹤0.01%
2,292
+490
297
$376K ﹤0.01%
+15,351
298
$376K ﹤0.01%
2,479
+918
299
$373K ﹤0.01%
3,463
-50
300
$373K ﹤0.01%
5,739
+633
10 11
12
13 14