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
1351
$6 ﹤0.01%
+222
1352
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+16
1353
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+85
1354
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1355
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1356
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1357
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+94
1358
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1359
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+500
1360
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+7,655
1361
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+2,582
1362
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+1,065
1363
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+1,182
1364
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+192
1365
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+15,894
1366
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+1,778
1367
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+2,507
1369
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+165
1370
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+674
1371
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+44
1372
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+700
1373
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+178
1374
$6 ﹤0.01%
+118
1375
$6 ﹤0.01%
+2,386