PCG
Private Capital Group Portfolio holdings
AUM
$133M
1-Year Est. Return
11.23%
This Fund
S&P 500
1 Year Est. Return
-11.23%
AUM
$526M
AUM Growth
+$62.4M
(+13%)
Holding
2,492
Top Buys
| 1 | +$2.87M | |
| 2 | +$2.5M | |
| 3 | +$2.43M | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$2.32M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$2.17M |
Top Sells
| 1 | +$8.26M | |
| 2 | +$1.83M | |
| 3 | +$1.66M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$1.64M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$1.58M |
Sector Composition
| 1 | Financials | 5.84% |
| 2 | Technology | 5.8% |
| 3 | Healthcare | 3.73% |
| 4 | Industrials | 3.72% |
| 5 | Consumer Discretionary | 3.13% |