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
1
$1.12B 12.58%
71,580,292
+10,428,500
2
$499M 5.6%
11,735,227
+586,214
3
$463M 5.2%
3,025,318
+636,296
4
$410M 4.6%
5,147,362
+429,236
5
$340M 3.82%
3,917,293
+232,483
6
$269M 3.02%
2,183,431
+165,078
7
$239M 2.68%
2,114,431
+179,212
8
$219M 2.46%
3,672,097
+273,627
9
$206M 2.31%
1,729,936
+141,414
10
$182M 2.04%
7,340,809
+424,402
11
$175M 1.97%
10,034,660
+2,014,100
12
$164M 1.85%
1,578,738
+257,422
13
$157M 1.76%
9,454,093
+1,084,296
14
$154M 1.73%
1,064,784
+83,729
15
$135M 1.51%
2,888,533
+230,233
16
$135M 1.51%
856,825
-27,568
17
$124M 1.4%
3,728,293
+382,019
18
$100M 1.13%
779,463
+140,615
19
$100M 1.12%
1,004,401
+84,058
20
$75.5M 0.85%
1,589,852
+182,440
21
$64.3M 0.72%
722,400
+47,500
22
$63.3M 0.71%
1,135,777
+94,312
23
$62.3M 0.7%
528,558
+44,756
24
$61.7M 0.69%
1,257,939
+108,356
25
$57.2M 0.64%
242,964
+41,407
1
2 3 4 5