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
176
$3.85M 0.03%
40,702
+6,722
177
$3.84M 0.03%
34,583
+5,575
178
$3.79M 0.03%
27,587
+4,319
179
$3.78M 0.03%
61,936
+9,527
180
$3.76M 0.03%
28,173
+4,661
181
$3.74M 0.03%
58,875
+10,138
182
$3.58M 0.03%
21,007
+3,894
183
$3.52M 0.03%
38,888
+6,803
184
$3.47M 0.03%
32,263
+6,002
185
$3.43M 0.03%
11,609
+1,890
186
$3.42M 0.03%
72,018
+15,954
187
$3.1M 0.03%
57,886
+6,107
188
$3.05M 0.03%
16,241
+3,131
189
$3.04M 0.03%
63,399
-673
190
$2.86M 0.02%
103,238
+29,439
191
$2.72M 0.02%
21,840
+4,173
192
$2.59M 0.02%
21,066
+3,718
193
$2.56M 0.02%
51,855
+8,760
194
$2.51M 0.02%
29,536
+4,940
195
$2.5M 0.02%
13,726
+2,147
196
$2.43M 0.02%
20,273
+3,660
197
$2.3M 0.02%
14,955
+2,958
198
$2.27M 0.02%
29,444
+5,538
199
$2.24M 0.02%
19,920
+1,721
200
$2.24M 0.02%
9,580
+1,763
6 7
8
9 10