PERSONAL CAPITAL Overview

Personal Capital Advisors Corp is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 93 employees, of which 58 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 237% of the manager's regulatory AUM.

PERSONAL CAPITAL StockAlpha

-3.7%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PERSONAL CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHF 13.81% ETF -3.96% -0.76% 7 1%
VWO 6.2% ETF -4.84% -0.4% 0 14%
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FEATURED IN
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PERSONAL CAPITAL Founders and Key Employees

Name Title In Position Since
Paul Bergholm Chief Financial Officer January-2010
William H. Harris Chairman, Chief Executive Officer, Director October-2009
Kyle C. Ryan Vice President Of Advisory Services October-2010
Craig A. Birk Vice President Of Portfolio Management March-2011
Jay Shah Chief Operating Officer October-2009
Amy H. Hong Chief Compliance Officer November-2013

PERSONAL CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

PERSONAL CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss Personal Capital Advisors investment strategies and advice may vary depending upon each Client's specific financial situation. In formulating the investments to be utilized for a client's Personal Strategy, the Investment Committee takes in to consideration the client's defined objectives, risk tolerance, time horizon, financial information, liquidity needs, and other various financial factors.

Personal Capital Advisors investment analysis efforts emphasize asset allocation research and portfolio diversification techniques over individual security analysis.

Personal Capital Advisors security analysis methods include; sampling and screening relevant baskets or indices of securities in order to select the desired security attributes; correlation analysis (evaluating the historical relationship of two securities or market segments movement in relation to each other); fundamental analysis (evaluatin...
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PERSONAL CAPITAL Portfolio Concentration

PERSONAL CAPITAL Location

500 HOWARD STREET
SUITE 400
SAN FRANCISCO, California
UNITED STATES, 94105

PERSONAL CAPITAL Contact Information

Phone Number: 415-800-5922
Fax Number: 650-362-1871
Website:

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