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
201
$1.27M 0.01%
19,524
+5,335
202
$1.22M 0.01%
8,357
-13
203
$1.16M 0.01%
30,338
+7,696
204
$1.14M 0.01%
14,394
+3,727
205
$1.13M 0.01%
16,282
+4,227
206
$1.12M 0.01%
2,935
+173
207
$1.09M 0.01%
8,459
+1,934
208
$1.07M 0.01%
10,309
-1,184
209
$1.04M 0.01%
9,864
+3,990
210
$1.03M 0.01%
14,221
-7,922
211
$1M 0.01%
11,032
+16
212
$990K 0.01%
7,791
+3,037
213
$961K 0.01%
5,351
-494
214
$925K 0.01%
5,818
+123
215
$781K 0.01%
+15,850
216
$757K 0.01%
14,635
+1,484
217
$737K 0.01%
26,156
+12,906
218
$726K 0.01%
19,170
-12,985
219
$722K 0.01%
50,026
+1,000
220
$713K 0.01%
4,710
+601
221
$706K 0.01%
5,717
+427
222
$703K 0.01%
6,413
-65
223
$699K 0.01%
23,260
-770
224
$693K 0.01%
8,597
-2,273
225
$689K 0.01%
+744
7 8
9
10 11