PCG
Private Capital Group Portfolio holdings
AUM
$133M
1-Year Return
11.23%
This Quarter Return
+5.04%
1 Year Return
-11.23%
3 Year Return
+30.08%
5 Year Return
–
10 Year Return
–
AUM
$424K
AUM Growth
–
Cap. Flow
+$424K
Cap. Flow
% of AUM
99.98%
Top 10 Holdings %
Top 10 Hldgs %
26.56%
Holding
2,175
New
2,170
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$17.2K |
| 2 |
Vanguard Growth ETF
VUG
|
+$16.7K |
| 3 |
Vanguard Value ETF
VTV
|
+$14.3K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$10.4K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$10.4K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 6.44% |
| 2 | Technology | 5.29% |
| 3 | Healthcare | 3.79% |
| 4 | Industrials | 3.52% |
| 5 | Consumer Discretionary | 2.67% |
