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
151
$5.82M 0.05%
106,730
-54,408
152
$5.76M 0.05%
75,793
+6,228
153
$5.69M 0.05%
63,523
-747
154
$5.39M 0.05%
78,250
-516,775
155
$5.37M 0.05%
16,598
+7,892
156
$5.33M 0.04%
61,455
+10,260
157
$5.11M 0.04%
96,422
+15,942
158
$5.04M 0.04%
15,293
+2,218
159
$5.03M 0.04%
34,105
-246,462
160
$4.99M 0.04%
+213,289
161
$4.96M 0.04%
26,525
+2,355
162
$4.92M 0.04%
37,360
+80
163
$4.75M 0.04%
107,751
+22,617
164
$4.75M 0.04%
88,620
+20,586
165
$4.73M 0.04%
20,568
+1,317
166
$4.44M 0.04%
69,220
+13,984
167
$4.43M 0.04%
33,727
+5,808
168
$4.32M 0.04%
135,145
+21,323
169
$4.29M 0.04%
25,918
+3,092
170
$4.24M 0.04%
63,280
+9,280
171
$4M 0.03%
40,149
+6,748
172
$3.92M 0.03%
18,957
+2,640
173
$3.91M 0.03%
51,618
+7,694
174
$3.9M 0.03%
16,600
+2,542
175
$3.89M 0.03%
12,080
+832
5 6
7
8 9