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
126
$10.7M 0.09%
114,261
+6,500
127
$10.3M 0.09%
138,532
+5,282
128
$8.92M 0.08%
165,999
-668,919
129
$8.37M 0.07%
127,231
+7,587
130
$7.94M 0.07%
157,824
+13,992
131
$7.94M 0.07%
176,366
+8,026
132
$7.91M 0.07%
40,035
+1,254
133
$7.86M 0.07%
519,441
+96,250
134
$7.71M 0.06%
145,652
+12,017
135
$7.65M 0.06%
60,705
-58
136
$7.36M 0.06%
283,439
+34,592
137
$7.31M 0.06%
101,950
+6,365
138
$7.29M 0.06%
309,967
+104,916
139
$7.21M 0.06%
97,861
+7,726
140
$7.19M 0.06%
209,939
+26,913
141
$6.93M 0.06%
274,099
+26,539
142
$6.91M 0.06%
183,292
+18,204
143
$6.81M 0.06%
203,408
+39,142
144
$6.79M 0.06%
131,690
+21,176
145
$6.75M 0.06%
185,385
+22,781
146
$6.49M 0.05%
303,635
+68,555
147
$6.42M 0.05%
153,200
+60,789
148
$6.33M 0.05%
424,323
+146,572
149
$6.25M 0.05%
82,502
+12,978
150
$6.06M 0.05%
1,993,312
+1,417,278
4 5
6
7 8