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
101
$28.3M 0.24%
614,071
+49,370
102
$27.9M 0.24%
352,626
+14,878
103
$26.7M 0.22%
365,143
+70,262
104
$24.8M 0.21%
173,764
+8,440
105
$24.3M 0.21%
590,669
+76,925
106
$24.1M 0.2%
200,836
+820
107
$23.6M 0.2%
1,352,928
+527,642
108
$21.9M 0.18%
163,123
+10,990
109
$21.1M 0.18%
1,642,914
+1,520,922
110
$20.9M 0.18%
600,935
+277,969
111
$19.9M 0.17%
306,216
+14,484
112
$19.6M 0.16%
350,610
+4,994
113
$17.8M 0.15%
125,465
+12,964
114
$17.6M 0.15%
128,977
+10,142
115
$17.6M 0.15%
292,586
+41,022
116
$17M 0.14%
886,885
-53,490
117
$15.7M 0.13%
152,951
+5,119
118
$15.6M 0.13%
87,563
+6,840
119
$15.1M 0.13%
93,653
+5,444
120
$14.3M 0.12%
227,676
+15,578
121
$14.2M 0.12%
173,823
+23,067
122
$13.9M 0.12%
269,752
+5,982
123
$13.3M 0.11%
583,309
+129,960
124
$12.5M 0.11%
291,729
+10,849
125
$11.8M 0.1%
358,509
-97,200
3 4
5
6 7