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
401
– –
-2,024
402
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-9,877
403
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-29,895
404
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-14,045
405
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-1,709
406
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-1,227
407
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-3,718
408
– –
-2,821
409
– –
-3,044
410
– –
-5,500
411
– –
-16,382
412
– –
-5,698
413
– –
-12,295
414
– –
-5,053
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