PCG
Private Capital Group Portfolio holdings
AUM
$133M
1-Year Est. Return
11.23%
This Fund
S&P 500
1 Year Est. Return
-11.23%
AUM
$438M
AUM Growth
-$87.7M
(-17%)
Holding
2,669
Top Buys
| 1 | +$4.51M | |
| 2 | +$2.27M | |
| 3 | +$1.46M | |
| 4 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$1.03M |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$757K |
Top Sells
| 1 | +$8.8M | |
| 2 | +$7.79M | |
| 3 | +$6.94M | |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$5.71M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.62M |
Sector Composition
| 1 | Financials | 6.25% |
| 2 | Technology | 5.5% |
| 3 | Industrials | 3.31% |
| 4 | Healthcare | 3.24% |
| 5 | Consumer Discretionary | 2.84% |