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

Top Buys

1
+$1.48M
2
+$924K
3
+$580K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$567K
5
VTV icon
Vanguard Value ETF
VTV
+$562K

Top Sells

1
+$2.14M
2
+$931K
3
+$610K
4
AAPL icon
Apple
AAPL
+$440K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$411K

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
1451
$3K ﹤0.01%
12
1452
$3K ﹤0.01%
60
1453
$3K ﹤0.01%
16
1454
$3K ﹤0.01%
15
1455
$3K ﹤0.01%
49
1456
$3K ﹤0.01%
236
-379
1457
$3K ﹤0.01%
61
-94
1458
$3K ﹤0.01%
293
1459
$3K ﹤0.01%
66
1460
$3K ﹤0.01%
+114
1461
$3K ﹤0.01%
68
1462
$3K ﹤0.01%
79
1463
$3K ﹤0.01%
66
1464
$3K ﹤0.01%
105
1465
$3K ﹤0.01%
143
1466
$3K ﹤0.01%
117
1467
$3K ﹤0.01%
20
1468
$3K ﹤0.01%
52
+14
1469
$3K ﹤0.01%
43
1470
$3K ﹤0.01%
38
1471
$3K ﹤0.01%
16
1472
$3K ﹤0.01%
66
1473
$3K ﹤0.01%
388
1474
$3K ﹤0.01%
27
1475
$3K ﹤0.01%
157
57 58
59
60 61