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
26
$80M 0.67%
573,631
+25,090
27
$75.4M 0.64%
1,128,520
+108,540
28
$70.7M 0.6%
344,308
+25,787
29
$70.1M 0.59%
234,872
+11,150
30
$70M 0.59%
309,057
+21,273
31
$66M 0.56%
224,642
+5,389
32
$63.8M 0.54%
510,915
+18,165
33
$63.5M 0.54%
439,296
+19,059
34
$62.4M 0.53%
709,698
+26,172
35
$62.4M 0.53%
212,203
+10,389
36
$59M 0.5%
985,975
+45,465
37
$58.8M 0.49%
1,307,008
+69,888
38
$58.5M 0.49%
242,848
+12,427
39
$56.9M 0.48%
316,491
+15,407
40
$56.1M 0.47%
645,321
+39,331
41
$55.7M 0.47%
1,888,099
+101,954
42
$55.7M 0.47%
1,406,115
+34,428
43
$55.2M 0.47%
866,970
+23,492
44
$54.8M 0.46%
282,116
+10,367
45
$54.7M 0.46%
903,412
+56,900
46
$54M 0.45%
332,215
+18,265
47
$53.2M 0.45%
716,768
+20,734
48
$52.9M 0.45%
8,992,480
+545,800
49
$52.7M 0.44%
519,821
+24,160
50
$52.4M 0.44%
852,958
+50,359
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