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
301
$232K ﹤0.01%
3,032
-238
302
$232K ﹤0.01%
+3,290
303
$232K ﹤0.01%
1,660
304
$227K ﹤0.01%
+6,257
305
$225K ﹤0.01%
+8,814
306
$222K ﹤0.01%
534
-100
307
$221K ﹤0.01%
+3,205
308
$219K ﹤0.01%
+1,115
309
$217K ﹤0.01%
2,496
+5
310
$215K ﹤0.01%
+785
311
$213K ﹤0.01%
+6,431
312
$211K ﹤0.01%
19,326
-2,834
313
$208K ﹤0.01%
+119
314
$207K ﹤0.01%
+2,270
315
$204K ﹤0.01%
+3,435
316
$202K ﹤0.01%
+3,886
317
$201K ﹤0.01%
+6,731
318
$200K ﹤0.01%
+8,115
319
$183K ﹤0.01%
10,000
320
$170K ﹤0.01%
2,571
321
$135K ﹤0.01%
+5,595
322
$130K ﹤0.01%
2,286
-82
323
$111K ﹤0.01%
12,696
+612
324
$30K ﹤0.01%
800
325
$14K ﹤0.01%
3,044
+1,000