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
1626
$1 ﹤0.01%
+53
1627
$1 ﹤0.01%
+23,021
1628
$1 ﹤0.01%
+20
1629
$1 ﹤0.01%
+40
1630
$1 ﹤0.01%
+67
1631
$1 ﹤0.01%
+1,412
1632
$1 ﹤0.01%
+51
1633
$1 ﹤0.01%
+123
1634
$1 ﹤0.01%
+44
1635
$1 ﹤0.01%
+4,579
1636
$1 ﹤0.01%
+36
1637
$1 ﹤0.01%
+51
1638
$1 ﹤0.01%
+4
1639
$1 ﹤0.01%
+29
1640
$1 ﹤0.01%
+91
1641
$1 ﹤0.01%
+234
1642
$1 ﹤0.01%
+601
1643
$1 ﹤0.01%
+7,408
1644
$1 ﹤0.01%
+5,266
1645
$1 ﹤0.01%
+50
1646
$1 ﹤0.01%
+103
1647
$1 ﹤0.01%
+25
1648
$1 ﹤0.01%
+1,387
1649
$1 ﹤0.01%
+24
1650
$1 ﹤0.01%
+475