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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
$464M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,560
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$2.52M
3
+$2.45M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.02M
5
PBCT
People's United Financial Inc
PBCT
+$1.84M

Top Sells

1
+$2.83M
2
+$2.04M
3
+$671K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$344K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$339K

Sector Composition

1 Financials 5.59%
2 Technology 5.13%
3 Healthcare 3.8%
4 Industrials 3.26%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$10K ﹤0.01%
379
+354
1202
$10K ﹤0.01%
150
1203
$10K ﹤0.01%
300
1204
$10K ﹤0.01%
111
+59
1205
$10K ﹤0.01%
+860
1206
$10K ﹤0.01%
516
+85
1207
$10K ﹤0.01%
174
1208
$10K ﹤0.01%
115
1209
$10K ﹤0.01%
152
-4
1210
$10K ﹤0.01%
74
-12
1211
$10K ﹤0.01%
400
1212
$10K ﹤0.01%
31,139
1213
$10K ﹤0.01%
500
1214
$10K ﹤0.01%
198
+120
1215
$10K ﹤0.01%
503
1216
$10K ﹤0.01%
398
1217
$10K ﹤0.01%
555
1218
$10K ﹤0.01%
32
+24
1219
$10K ﹤0.01%
3,932
+1,281
1220
$10K ﹤0.01%
482
1221
$10K ﹤0.01%
23
-3
1222
$10K ﹤0.01%
186
+152
1223
$10K ﹤0.01%
281
+228
1224
$10K ﹤0.01%
56
-8
1225
$10K ﹤0.01%
264
47 48
49
50 51