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
1226
$9 ﹤0.01%
+1,220
1227
$9 ﹤0.01%
+273
1228
$9 ﹤0.01%
+142
1229
$9 ﹤0.01%
+188
1230
$9 ﹤0.01%
+95
1231
$9 ﹤0.01%
+276
1232
$9 ﹤0.01%
+736
1233
$9 ﹤0.01%
+84
1234
$9 ﹤0.01%
+126
1235
$9 ﹤0.01%
+364
1236
$9 ﹤0.01%
+573
1237
$9 ﹤0.01%
+752
1238
$8 ﹤0.01%
+152
1239
$8 ﹤0.01%
+427
1240
$8 ﹤0.01%
+47
1241
$8 ﹤0.01%
+237
1242
$8 ﹤0.01%
+245
1243
$8 ﹤0.01%
+353
1244
$8 ﹤0.01%
+2,456
1245
$8 ﹤0.01%
+790
1246
$8 ﹤0.01%
+77
1247
$8 ﹤0.01%
+87
1248
$8 ﹤0.01%
+1,148
1249
$8 ﹤0.01%
+97
1250
$8 ﹤0.01%
+200