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
76
$40.4M 0.34%
270,537
+41,899
77
$39.9M 0.34%
1,241,369
+328,071
78
$39.6M 0.33%
372,999
+66,852
79
$39M 0.33%
1,959,518
+92,419
80
$38.9M 0.33%
872,755
+32,286
81
$38.6M 0.32%
821,933
+20,043
82
$38M 0.32%
502,152
+20,583
83
$35.3M 0.3%
178,194
+17,596
84
$34.7M 0.29%
368,945
+48,849
85
$34.3M 0.29%
323,421
+13,505
86
$34.3M 0.29%
224,305
+94,680
87
$34M 0.29%
1,324,883
-85,047
88
$33.5M 0.28%
1,023,914
+46,597
89
$33.4M 0.28%
512,745
+22,119
90
$32.8M 0.28%
1,220,382
-16,324
91
$32.7M 0.28%
1,532,835
+151,790
92
$32.4M 0.27%
587,238
+27,645
93
$31.9M 0.27%
354,285
+24,488
94
$31.6M 0.27%
163,756
+15,849
95
$30.7M 0.26%
707,438
+49,835
96
$30.6M 0.26%
638,534
+42,712
97
$30.2M 0.25%
353,092
+16,239
98
$30.2M 0.25%
415,243
-80,448
99
$29.2M 0.25%
1,364,611
+80,256
100
$29M 0.24%
+295,046
2 3
4
5 6