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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
$543M
AUM Growth
+$66.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,264
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.22M
3
+$1.16M
4
MBB icon
iShares MBS ETF
MBB
+$1.15M
5
VUG icon
Vanguard Growth ETF
VUG
+$735K

Top Sells

1
+$811K
2
+$724K
3
+$722K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$661K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$576K

Sector Composition

1 Technology 8.01%
2 Financials 4.44%
3 Healthcare 4.39%
4 Consumer Discretionary 3.86%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$5K ﹤0.01%
69
1352
$5K ﹤0.01%
117
-73
1353
$5K ﹤0.01%
133
+49
1354
$5K ﹤0.01%
25
+6
1355
$5K ﹤0.01%
56
1356
$5K ﹤0.01%
+117
1357
$5K ﹤0.01%
+190
1358
$5K ﹤0.01%
93
+31
1359
$5K ﹤0.01%
239
-320
1360
$5K ﹤0.01%
177
-224
1361
$5K ﹤0.01%
50
1362
$5K ﹤0.01%
71
+70
1363
$5K ﹤0.01%
366
1364
$5K ﹤0.01%
186
+54
1365
$5K ﹤0.01%
83
-43
1366
$5K ﹤0.01%
260
1367
$5K ﹤0.01%
122
-460
1368
$5K ﹤0.01%
71
1369
$5K ﹤0.01%
197
-226
1370
$5K ﹤0.01%
300
1371
$4K ﹤0.01%
86
1372
$4K ﹤0.01%
75
1373
$4K ﹤0.01%
100
1374
$4K ﹤0.01%
115
1375
$4K ﹤0.01%
+194
53 54
55
56 57