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
$472M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,313
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$918K
3 +$579K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$577K
5
BND icon
Vanguard Total Bond Market
BND
+$577K

Top Sells

1 +$2.14M
2 +$956K
3 +$607K
4
AAPL icon
Apple
AAPL
+$494K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$415K

Sector Composition

1 Technology 8.21%
2 Financials 4.12%
3 Healthcare 3.59%
4 Consumer Discretionary 3.39%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$5K ﹤0.01%
30
1352
$5K ﹤0.01%
+252
1353
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90
+36
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26
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64
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1359
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1360
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73
+2
1361
$4K ﹤0.01%
79
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403
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$4K ﹤0.01%
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1365
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86
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26
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155
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50
1371
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34
+5
1372
$4K ﹤0.01%
+94
1373
$4K ﹤0.01%
41
1374
$4K ﹤0.01%
132
1375
$4K ﹤0.01%
144