PCG

Private Capital Group Portfolio holdings

AUM $133M
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
-11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424K
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,175
New
Increased
Reduced
Closed

Top Buys

1 +$17.2K
2 +$16.7K
3 +$14.3K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.4K
5
VOO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$11 ﹤0.01%
+171
1127
$11 ﹤0.01%
+520
1128
$11 ﹤0.01%
+134
1129
$11 ﹤0.01%
+123
1130
$11 ﹤0.01%
+699
1131
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1132
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+51
1133
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+328
1134
$11 ﹤0.01%
+900
1135
$11 ﹤0.01%
+175
1136
$11 ﹤0.01%
+780
1137
$11 ﹤0.01%
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1138
$11 ﹤0.01%
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1139
$11 ﹤0.01%
+1,354
1140
$11 ﹤0.01%
+174
1141
$11 ﹤0.01%
+250
1142
$11 ﹤0.01%
+358
1143
$11 ﹤0.01%
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1144
$11 ﹤0.01%
+200
1145
$11 ﹤0.01%
+543
1146
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+4
1147
$11 ﹤0.01%
+251
1148
$11 ﹤0.01%
+798
1149
$11 ﹤0.01%
+10
1150
$11 ﹤0.01%
+503