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
176
$2.1M 0.02%
25,037
+6,135
177
$2.08M 0.02%
37,019
+7,388
178
$2.07M 0.02%
10,819
+2,060
179
$2.04M 0.02%
38,285
+10,261
180
$2.02M 0.02%
39,137
+9,136
181
$1.99M 0.02%
23,431
+5,036
182
$1.95M 0.02%
11,748
+2,857
183
$1.87M 0.02%
16,606
+4,058
184
$1.8M 0.02%
11,581
-623
185
$1.77M 0.02%
13,129
-11,500
186
$1.73M 0.02%
36,351
+9,118
187
$1.72M 0.02%
34,154
188
$1.67M 0.02%
+6,485
189
$1.65M 0.02%
19,886
+5,330
190
$1.62M 0.02%
15,012
+6,302
191
$1.52M 0.02%
9,719
+5,738
192
$1.38M 0.02%
73,875
-5,280
193
$1.37M 0.02%
8,551
+1,097
194
$1.36M 0.02%
+31,846
195
$1.36M 0.02%
18,076
+3,410
196
$1.34M 0.02%
12,831
+2,335
197
$1.31M 0.01%
115,302
-2,367,570
198
$1.3M 0.01%
5,170
+1,029
199
$1.28M 0.01%
44,654
+9,408
200
$1.28M 0.01%
6,628
+47
6 7
8
9 10