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
51
$52.1M 0.44%
431,969
+23,792
52
$51.6M 0.43%
452,726
+24,522
53
$51.3M 0.43%
1,277,931
+71,600
54
$51.3M 0.43%
926,013
+40,626
55
$50.5M 0.43%
431,279
+24,770
56
$50.4M 0.42%
345,202
+19,898
57
$49.7M 0.42%
2,348,367
+116,017
58
$48.9M 0.41%
1,387,866
+1,258,775
59
$48.8M 0.41%
699,979
+4,433
60
$48.8M 0.41%
1,508,510
+122,140
61
$48.2M 0.41%
566,967
+12,900
62
$48M 0.4%
271,232
+17,375
63
$47.6M 0.4%
1,027,375
+61,509
64
$47.4M 0.4%
505,659
+24,166
65
$47.3M 0.4%
1,318,884
+60,212
66
$47.3M 0.4%
518,411
+27,942
67
$45.9M 0.39%
302,811
+17,911
68
$45.7M 0.38%
812,164
+61,146
69
$45.1M 0.38%
1,212,338
+107,367
70
$43M 0.36%
1,197,526
+215,380
71
$41.4M 0.35%
194,857
+4,101
72
$41.1M 0.35%
350,225
+16,009
73
$40.9M 0.34%
187,374
+13,507
74
$40.9M 0.34%
136,197
+3,017
75
$40.4M 0.34%
738,942
+288,405
1 2
3
4 5