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
1376
$6 ﹤0.01%
+50
1377
$6 ﹤0.01%
+41
1378
$6 ﹤0.01%
+1,902
1379
$6 ﹤0.01%
+297
1380
$6 ﹤0.01%
+51
1381
$5 ﹤0.01%
+11
1382
$5 ﹤0.01%
+1,238
1383
$5 ﹤0.01%
+3,076
1384
$5 ﹤0.01%
+85
1385
$5 ﹤0.01%
+96
1386
$5 ﹤0.01%
+2,036
1387
$5 ﹤0.01%
+148
1388
$5 ﹤0.01%
+76
1389
$5 ﹤0.01%
+390
1390
$5 ﹤0.01%
+2,374
1391
$5 ﹤0.01%
+13
1392
$5 ﹤0.01%
+89
1393
$5 ﹤0.01%
+69
1394
$5 ﹤0.01%
+83
1395
$5 ﹤0.01%
+103
1396
$5 ﹤0.01%
+12,808
1397
$5 ﹤0.01%
+274
1398
$5 ﹤0.01%
+128
1399
$5 ﹤0.01%
+2,304
1400
$5 ﹤0.01%
+160