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
151
$3.71M 0.04%
74,467
+7,520
152
$3.61M 0.04%
23,116
-154,679
153
$3.55M 0.04%
241,124
+73,112
154
$3.41M 0.04%
63,565
+5,350
155
$3.27M 0.04%
407,806
+176,115
156
$3.24M 0.04%
166,511
+29,080
157
$3.24M 0.04%
21,215
-30,873
158
$3.16M 0.04%
60,623
+5,300
159
$3.15M 0.04%
199,674
+82,555
160
$2.91M 0.03%
71,175
-8,720
161
$2.86M 0.03%
36,084
+401
162
$2.82M 0.03%
47,960
+2,160
163
$2.8M 0.03%
86,998
+23,368
164
$2.75M 0.03%
50,865
-3,392
165
$2.58M 0.03%
+64,834
166
$2.56M 0.03%
19,770
+2,128
167
$2.46M 0.03%
8,640
-3,190
168
$2.39M 0.03%
21,901
-148,584
169
$2.38M 0.03%
86,312
+14,768
170
$2.35M 0.03%
9,058
+1,194
171
$2.29M 0.03%
36,348
+6,748
172
$2.27M 0.03%
8,033
+333
173
$2.17M 0.02%
17,555
+3,569
174
$2.16M 0.02%
8,116
+6,092
175
$2.14M 0.02%
33,839
+6,625
5 6
7
8 9