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
1326
$7 ﹤0.01%
+236
1327
$7 ﹤0.01%
+213
1328
$7 ﹤0.01%
+118
1329
$7 ﹤0.01%
+215
1330
$7 ﹤0.01%
+22
1331
$7 ﹤0.01%
+47
1332
$7 ﹤0.01%
+197
1333
$7 ﹤0.01%
+5
1334
$7 ﹤0.01%
+21
1335
$7 ﹤0.01%
+190
1336
$6 ﹤0.01%
+174
1337
$6 ﹤0.01%
+5,609
1338
$6 ﹤0.01%
+131
1339
$6 ﹤0.01%
+437
1340
$6 ﹤0.01%
+20
1341
$6 ﹤0.01%
+525
1342
$6 ﹤0.01%
+176
1343
$6 ﹤0.01%
+117
1344
$6 ﹤0.01%
+142
1345
$6 ﹤0.01%
+1,134
1346
$6 ﹤0.01%
+89
1347
$6 ﹤0.01%
+123
1348
$6 ﹤0.01%
+206
1349
$6 ﹤0.01%
+299
1350
$6 ﹤0.01%
+300