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
1176
$10 ﹤0.01%
+194
1177
$10 ﹤0.01%
+1,259
1178
$10 ﹤0.01%
+58
1179
$10 ﹤0.01%
+69
1180
$10 ﹤0.01%
+1,314
1181
$10 ﹤0.01%
+777
1182
$10 ﹤0.01%
+252
1183
$10 ﹤0.01%
+400
1184
$10 ﹤0.01%
+313
1185
$10 ﹤0.01%
+191
1186
$10 ﹤0.01%
+98
1187
$10 ﹤0.01%
+5,318
1188
$10 ﹤0.01%
+206
1189
$10 ﹤0.01%
+1,780
1190
$10 ﹤0.01%
+181
1191
$10 ﹤0.01%
+390
1192
$10 ﹤0.01%
+214
1193
$10 ﹤0.01%
+440
1194
$10 ﹤0.01%
+629
1195
$10 ﹤0.01%
+71
1196
$10 ﹤0.01%
+372
1197
$10 ﹤0.01%
+400
1198
$10 ﹤0.01%
+311
1199
$10 ﹤0.01%
+465
1200
$10 ﹤0.01%
+132