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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
1576
$1K ﹤0.01%
55
1577
$1K ﹤0.01%
18
1578
$1K ﹤0.01%
30
1579
$1K ﹤0.01%
+35
1580
$1K ﹤0.01%
21
-12
1581
$1K ﹤0.01%
39
1582
$1K ﹤0.01%
15
1583
$1K ﹤0.01%
80
1584
$1K ﹤0.01%
21
1585
$1K ﹤0.01%
20
1586
$1K ﹤0.01%
232
1587
$1K ﹤0.01%
32
1588
$1K ﹤0.01%
18
-43
1589
$1K ﹤0.01%
+65
1590
$1K ﹤0.01%
14
-4
1591
$1K ﹤0.01%
22
1592
$1K ﹤0.01%
255
1593
$1K ﹤0.01%
22
1594
$1K ﹤0.01%
61
1595
$1K ﹤0.01%
24
-7
1596
$1K ﹤0.01%
50
1597
$1K ﹤0.01%
41
1598
$1K ﹤0.01%
34
1599
$1K ﹤0.01%
21
1600
$1K ﹤0.01%
144
62 63
64
65 66