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
326
$299K ﹤0.01%
1,725
-21
327
$295K ﹤0.01%
372
-7
328
$294K ﹤0.01%
+3,101
329
$292K ﹤0.01%
4,946
+283
330
$290K ﹤0.01%
2,741
+255
331
$290K ﹤0.01%
3,638
332
$288K ﹤0.01%
+1,461
333
$287K ﹤0.01%
+7,319
334
$285K ﹤0.01%
1,506
+32
335
$283K ﹤0.01%
1,751
+85
336
$283K ﹤0.01%
+9,776
337
$278K ﹤0.01%
+6,984
338
$277K ﹤0.01%
1,206
-82
339
$276K ﹤0.01%
931
-152
340
$276K ﹤0.01%
4,583
+923
341
$274K ﹤0.01%
+4,048
342
$274K ﹤0.01%
2,929
+516
343
$271K ﹤0.01%
1,326
-31
344
$271K ﹤0.01%
+3,172
345
$271K ﹤0.01%
6,000
346
$266K ﹤0.01%
+19,383
347
$264K ﹤0.01%
2,104
+430
348
$263K ﹤0.01%
2,091
-6
349
$263K ﹤0.01%
+4,442
350
$262K ﹤0.01%
6,935
+770
12 13
14
15 16