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
351
$260K ﹤0.01%
+6,540
352
$258K ﹤0.01%
1,806
-20
353
$258K ﹤0.01%
1,617
-3
354
$256K ﹤0.01%
1,693
-218
355
$253K ﹤0.01%
2,272
-43
356
$252K ﹤0.01%
+3,006
357
$249K ﹤0.01%
+4,560
358
$249K ﹤0.01%
3,486
+724
359
$248K ﹤0.01%
+1,561
360
$245K ﹤0.01%
15,444
+201
361
$244K ﹤0.01%
+8,935
362
$243K ﹤0.01%
12,896
363
$242K ﹤0.01%
3,886
+76
364
$242K ﹤0.01%
6,259
-50
365
$242K ﹤0.01%
+1,220
366
$240K ﹤0.01%
+907
367
$239K ﹤0.01%
1,117
368
$236K ﹤0.01%
+687
369
$236K ﹤0.01%
+1,978
370
$235K ﹤0.01%
4,266
+363
371
$232K ﹤0.01%
887
+96
372
$229K ﹤0.01%
+2,408
373
$227K ﹤0.01%
+2,032
374
$226K ﹤0.01%
1,115
-677
375
$222K ﹤0.01%
2,430
-2,610
13 14
15
16 17