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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
$476M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,292
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.22M
3
+$640K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$382K
5
ABB
ABB Ltd
ABB
+$371K

Top Sells

1
+$2.66M
2
+$2.25M
3
+$1.76M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.16M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.11M

Sector Composition

1 Technology 8.04%
2 Healthcare 4.65%
3 Financials 4.18%
4 Consumer Discretionary 3.8%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$2K ﹤0.01%
226
+151
1477
$2K ﹤0.01%
126
1478
$2K ﹤0.01%
90
1479
$2K ﹤0.01%
127
1480
$2K ﹤0.01%
82
1481
$2K ﹤0.01%
31
-160
1482
$2K ﹤0.01%
187
1483
$2K ﹤0.01%
21
1484
$2K ﹤0.01%
14
1485
$2K ﹤0.01%
62
1486
$2K ﹤0.01%
35
-44
1487
$2K ﹤0.01%
41
1488
$2K ﹤0.01%
284
1489
$2K ﹤0.01%
271
1490
$2K ﹤0.01%
52
+6
1491
$2K ﹤0.01%
19
1492
$2K ﹤0.01%
29
1493
$2K ﹤0.01%
358
1494
$2K ﹤0.01%
400
1495
$2K ﹤0.01%
+93
1496
$2K ﹤0.01%
49
1497
$2K ﹤0.01%
88
1498
$2K ﹤0.01%
22
1499
$2K ﹤0.01%
23
-368
1500
$2K ﹤0.01%
55
-72
58 59
60
61 62