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
376
$221K ﹤0.01%
+3,792
377
$218K ﹤0.01%
+1,494
378
$217K ﹤0.01%
1,548
-109
379
$217K ﹤0.01%
1,142
+1
380
$215K ﹤0.01%
+2,329
381
$215K ﹤0.01%
2,822
-520
382
$213K ﹤0.01%
1,879
-439
383
$210K ﹤0.01%
+3,601
384
$209K ﹤0.01%
10,375
385
$209K ﹤0.01%
+3,881
386
$209K ﹤0.01%
1,525
+117
387
$208K ﹤0.01%
+6,137
388
$207K ﹤0.01%
1,283
+48
389
$205K ﹤0.01%
+1,319
390
$205K ﹤0.01%
+2,120
391
$200K ﹤0.01%
19,341
+15
392
$129K ﹤0.01%
+10,026
393
$93K ﹤0.01%
10,033
-269
394
$74K ﹤0.01%
2,571
395
$62K ﹤0.01%
+18,925
396
$25K ﹤0.01%
800
397
$14K ﹤0.01%
10,530
398
– –
-2,603
399
– –
-2,505
400
– –
-3,566
13 14 15
16
17