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
201
$2.21M 0.02%
79,211
+16,253
202
$2.2M 0.02%
27,970
+6,254
203
$2.17M 0.02%
14,470
+2,764
204
$2.07M 0.02%
20,703
+4,521
205
$2.07M 0.02%
16,056
+3,496
206
$2.02M 0.02%
37,513
+16,455
207
$1.97M 0.02%
10,728
+168
208
$1.94M 0.02%
90,375
+47,938
209
$1.94M 0.02%
59,157
+14,909
210
$1.92M 0.02%
6,528
211
$1.81M 0.02%
64,815
+5,835
212
$1.8M 0.02%
29,040
-2,261
213
$1.76M 0.01%
+105,450
214
$1.69M 0.01%
7,967
+250
215
$1.66M 0.01%
34,154
216
$1.64M 0.01%
33,017
-765,137
217
$1.62M 0.01%
12,662
-1,839
218
$1.61M 0.01%
11,016
219
$1.6M 0.01%
14,805
+2,586
220
$1.59M 0.01%
8,344
-15
221
$1.48M 0.01%
21,269
-26
222
$1.45M 0.01%
16,424
+1,138
223
$1.42M 0.01%
4,343
+117
224
$1.35M 0.01%
16,065
+4,579
225
$1.31M 0.01%
7,470
+1,022
7 8
9
10 11