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
1451
$4 ﹤0.01%
+1,247
1452
$4 ﹤0.01%
+668
1453
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+125
1454
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1455
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1456
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+74
1457
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+274
1458
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+70
1459
$4 ﹤0.01%
+37
1460
$4 ﹤0.01%
+601
1461
$4 ﹤0.01%
+460
1462
$4 ﹤0.01%
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$4 ﹤0.01%
+52
1465
$4 ﹤0.01%
+42,609
1466
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+63
1467
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+98
1469
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+541
1470
$4 ﹤0.01%
+43
1471
$4 ﹤0.01%
+1,611
1472
$4 ﹤0.01%
+4,320
1473
$4 ﹤0.01%
+135
1474
$4 ﹤0.01%
+20,838
1475
$4 ﹤0.01%
+234