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
301
$367K ﹤0.01%
3,642
+340
302
$366K ﹤0.01%
2,852
-116
303
$361K ﹤0.01%
12,458
+4,274
304
$360K ﹤0.01%
14,913
+1,272
305
$357K ﹤0.01%
+7,062
306
$352K ﹤0.01%
+5,398
307
$348K ﹤0.01%
2,200
+200
308
$340K ﹤0.01%
1
309
$340K ﹤0.01%
+3,721
310
$336K ﹤0.01%
179,442
-95,356
311
$332K ﹤0.01%
1,509
+403
312
$331K ﹤0.01%
2,866
+479
313
$330K ﹤0.01%
3,874
+563
314
$328K ﹤0.01%
16,347
+5,127
315
$323K ﹤0.01%
10,514
+274
316
$321K ﹤0.01%
10,000
317
$319K ﹤0.01%
12,240
-105
318
$317K ﹤0.01%
10,945
-345
319
$315K ﹤0.01%
2,929
+145
320
$315K ﹤0.01%
+3,088
321
$313K ﹤0.01%
2,334
+378
322
$312K ﹤0.01%
10,680
+1,340
323
$310K ﹤0.01%
3,357
+194
324
$306K ﹤0.01%
7,997
325
$305K ﹤0.01%
+6,120
11 12
13
14 15