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%
+13
1627
$1 ﹤0.01%
+509
1628
$1 ﹤0.01%
+1,730
1629
$1 ﹤0.01%
+19
1630
$1 ﹤0.01%
+30
1631
$1 ﹤0.01%
+39
1632
$1 ﹤0.01%
+6,387
1633
$1 ﹤0.01%
+188
1634
$1 ﹤0.01%
+26
1635
$1 ﹤0.01%
+1,000
1636
$1 ﹤0.01%
+30
1637
$1 ﹤0.01%
+751
1638
$1 ﹤0.01%
+13
1639
$1 ﹤0.01%
+77
1640
$1 ﹤0.01%
+109
1641
$1 ﹤0.01%
+596
1642
$1 ﹤0.01%
+29
1643
$1 ﹤0.01%
+288
1644
$1 ﹤0.01%
+53
1645
$1 ﹤0.01%
+23,021
1646
$1 ﹤0.01%
+20
1647
$1 ﹤0.01%
+40
1648
$1 ﹤0.01%
+67
1649
$1 ﹤0.01%
+1,412
1650
$1 ﹤0.01%
+24