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
1476
$4 ﹤0.01%
+90
1477
$4 ﹤0.01%
+118
1478
$4 ﹤0.01%
+217
1479
$4 ﹤0.01%
+99
1480
$4 ﹤0.01%
+860
1481
$4 ﹤0.01%
+1,083
1482
$4 ﹤0.01%
+16
1483
$4 ﹤0.01%
+739
1484
$4 ﹤0.01%
+18,493
1485
$4 ﹤0.01%
+359
1486
$4 ﹤0.01%
+64
1487
$4 ﹤0.01%
+401
1488
$4 ﹤0.01%
+47
1489
$4 ﹤0.01%
+351
1490
$4 ﹤0.01%
+72
1491
$3 ﹤0.01%
+3,069
1492
$3 ﹤0.01%
+88
1493
$3 ﹤0.01%
+61
1494
$3 ﹤0.01%
+31
1495
$3 ﹤0.01%
+94
1496
$3 ﹤0.01%
+255
1497
$3 ﹤0.01%
+55
1498
$3 ﹤0.01%
+71
1499
$3 ﹤0.01%
+99
1500
$3 ﹤0.01%
+86