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
1151
$11 ﹤0.01%
+1,239
1152
$11 ﹤0.01%
+235
1153
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+16
1154
$11 ﹤0.01%
+599
1155
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+120
1156
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+119
1157
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+495
1158
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+121
1159
$11 ﹤0.01%
+212
1160
$11 ﹤0.01%
+58
1161
$11 ﹤0.01%
+127
1162
$11 ﹤0.01%
+413
1163
$11 ﹤0.01%
+47
1164
$10 ﹤0.01%
+416
1165
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+116
1166
$10 ﹤0.01%
+507
1167
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1168
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1169
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1170
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+16
1171
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+149
1172
$10 ﹤0.01%
+694
1173
$10 ﹤0.01%
+207
1174
$10 ﹤0.01%
+524
1175
$10 ﹤0.01%
+223