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
326
– –
-1,399
327
– –
-6,379
328
– –
-23,470
329
– –
-8,341
330
– –
-5,705
331
– –
-1,209
332
– –
-63,360
333
– –
-5,982
334
– –
-2,397
335
– –
-5,672
336
– –
-11,812
337
– –
-3,743
338
– –
-11,966
339
– –
-5,902
340
– –
-2,802
341
– –
-8,677
342
– –
-1,354
343
– –
-3,762
344
– –
-2,978
345
– –
-1,864
346
– –
-3,990
347
– –
-37,500
10 11 12 13
14