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
51
$40.5M 0.46%
1,006,056
-21,824
52
$40.5M 0.45%
289,660
+11,730
53
$40.1M 0.45%
445,606
-65,666
54
$39.7M 0.45%
579,478
+62,818
55
$39.7M 0.45%
208,886
+13,575
56
$39.5M 0.44%
736,065
+52,341
57
$38.9M 0.44%
347,832
+32,758
58
$38.3M 0.43%
816,841
+43,137
59
$38.1M 0.43%
265,237
+24,769
60
$37.8M 0.42%
999,563
+195,769
61
$36.2M 0.41%
447,987
+42,219
62
$36M 0.4%
617,325
+84,029
63
$35.8M 0.4%
1,509,867
+229,724
64
$35.4M 0.4%
1,114,973
+58,773
65
$35.4M 0.4%
820,075
+60,026
66
$35.2M 0.4%
509,541
+27,692
67
$35.2M 0.39%
338,377
+12,828
68
$34.7M 0.39%
260,660
+36,848
69
$34M 0.38%
401,366
+45,145
70
$34M 0.38%
679,884
+50,990
71
$32.9M 0.37%
1,188,257
+404,335
72
$32.8M 0.37%
1,814,699
+27,733
73
$31.8M 0.36%
480,981
+141,667
74
$31.7M 0.36%
635,836
+113,290
75
$31.1M 0.35%
295,716
+33,833
1 2
3
4 5