We are live on ! Find out more
PCG

Private Capital Group Portfolio holdings

AUM $133M
1-Year Est. Return 11.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$499M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,512
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2M
3
+$1.84M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.72M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.64M

Top Sells

1
+$4.85M
2
+$651K
3
+$445K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$326K
5
XOM icon
Exxon Mobil
XOM
+$287K

Sector Composition

1 Financials 6.02%
2 Technology 5.87%
3 Healthcare 3.65%
4 Industrials 3.56%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$32K 0.01%
396
802
$32K 0.01%
373
-33
803
$32K 0.01%
593
+177
804
$32K 0.01%
1,250
805
$32K 0.01%
722
-36
806
$32K 0.01%
+720
807
$32K 0.01%
973
+878
808
$32K 0.01%
1,740
809
$32K 0.01%
326
810
$32K 0.01%
1,342
811
$32K 0.01%
823
-213
812
$32K 0.01%
522
-222
813
$32K 0.01%
392
814
$32K 0.01%
270
-3
815
$32K 0.01%
35
816
$31K 0.01%
665
817
$31K 0.01%
1,186
+18
818
$31K 0.01%
1,920
+1,840
819
$31K 0.01%
525
+22
820
$31K 0.01%
400
821
$31K 0.01%
744
-146
822
$31K 0.01%
526
+99
823
$31K 0.01%
93
824
$31K 0.01%
941
+24
825
$31K 0.01%
210
31 32
33
34 35