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
26
$52.3M 0.59%
486,181
+94,557
27
$50.4M 0.57%
1,260,647
+41,047
28
$50.3M 0.56%
255,222
-5,627
29
$50M 0.56%
206,312
-14,079
30
$49.7M 0.56%
+786,259
31
$49M 0.55%
659,493
+22,050
32
$48.6M 0.55%
827,960
+34,220
33
$48.4M 0.54%
465,130
+18,455
34
$48.2M 0.54%
476,516
+142,779
35
$47.9M 0.54%
275,677
+16,827
36
$47.8M 0.54%
255,728
+8,967
37
$47.6M 0.53%
237,075
+30,779
38
$47.1M 0.53%
424,283
+20,880
39
$45.9M 0.52%
373,002
+15,734
40
$44.4M 0.5%
280,605
-36,547
41
$44.4M 0.5%
179,716
+8,419
42
$43.3M 0.49%
259,660
+34,427
43
$43.1M 0.48%
539,016
+533,045
44
$42.5M 0.48%
119,326
+5,802
45
$42.2M 0.47%
595,023
+12,228
46
$41.9M 0.47%
708,975
-130,119
47
$41.7M 0.47%
1,283,085
+53,550
48
$41.1M 0.46%
850,748
+182,236
49
$40.7M 0.46%
2,035,353
-218,528
50
$40.6M 0.46%
785,925
+38,386
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