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
126
$7.33M 0.08%
63,483
-634,989
127
$7.06M 0.08%
37,165
+487
128
$6.93M 0.08%
305,679
+73,531
129
$6.56M 0.07%
130,112
+11,000
130
$6.54M 0.07%
118,635
+10,348
131
$5.9M 0.07%
83,847
+5,027
132
$5.84M 0.07%
114,631
+5,802
133
$5.83M 0.07%
66,138
+4,374
134
$5.74M 0.06%
105,744
+8,227
135
$5.49M 0.06%
152,938
+10,808
136
$5.18M 0.06%
142,466
+18,643
137
$5.09M 0.06%
77,535
+7,584
138
$4.94M 0.06%
379,934
+22,489
139
$4.93M 0.06%
35,274
+13,126
140
$4.84M 0.05%
58,804
+5,786
141
$4.72M 0.05%
118,158
+20,264
142
$4.48M 0.05%
18,732
+2,088
143
$4.42M 0.05%
129,430
+58,269
144
$4.38M 0.05%
189,216
+100,495
145
$4.26M 0.05%
147,673
+28,945
146
$4.1M 0.05%
84,278
+36,668
147
$4M 0.04%
175,772
+83,740
148
$3.94M 0.04%
876,520
+128,560
149
$3.88M 0.04%
89,881
+50,905
150
$3.73M 0.04%
195,435
+91,915
4 5
6
7 8