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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
$499M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,512
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2M
3
+$1.84M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.72M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.64M

Top Sells

1
+$4.85M
2
+$651K
3
+$445K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$326K
5
XOM icon
Exxon Mobil
XOM
+$287K

Sector Composition

1 Financials 6.02%
2 Technology 5.87%
3 Healthcare 3.65%
4 Industrials 3.56%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$3K ﹤0.01%
150
1627
$3K ﹤0.01%
156
1628
$3K ﹤0.01%
48
-8
1629
$3K ﹤0.01%
212
1630
$3K ﹤0.01%
53
1631
$3K ﹤0.01%
405
1632
$3K ﹤0.01%
111
1633
$3K ﹤0.01%
+74
1634
$3K ﹤0.01%
573
-163
1635
$3K ﹤0.01%
132
1636
$3K ﹤0.01%
72
1637
$3K ﹤0.01%
47
1638
$3K ﹤0.01%
89
1639
$3K ﹤0.01%
221
1640
$3K ﹤0.01%
80
1641
$3K ﹤0.01%
64
1642
$3K ﹤0.01%
126
1643
$3K ﹤0.01%
+78
1644
$3K ﹤0.01%
+50
1645
$3K ﹤0.01%
100
1646
$3K ﹤0.01%
414
1647
$3K ﹤0.01%
201
-119
1648
$3K ﹤0.01%
+254
1649
$3K ﹤0.01%
74
+71
1650
$3K ﹤0.01%
24
64 65
66
67 68