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
$403M
AUM Growth
-$140M
(-26%)
Holding
2,304
Top Buys
| 1 | +$1.53M | |
| 2 | +$977K | |
| 3 | +$492K | |
| 4 |
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
|
+$389K |
| 5 |
iShares GNMA Bond ETF
GNMA
|
+$370K |
Top Sells
| 1 | +$17.7M | |
| 2 | +$8.11M | |
| 3 | +$7.2M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$6.91M |
| 5 |
Vanguard Value ETF
VTV
|
+$6.27M |
Sector Composition
| 1 | Technology | 6.89% |
| 2 | Financials | 4.31% |
| 3 | Healthcare | 3.71% |
| 4 | Consumer Discretionary | 3.5% |
| 5 | Industrials | 3.08% |