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
1726
$1 ﹤0.01%
+1,445
1727
$1 ﹤0.01%
+170
1728
$1 ﹤0.01%
+2,183
1729
$1 ﹤0.01%
+55
1730
$1 ﹤0.01%
+6
1731
$1 ﹤0.01%
+14
1732
$1 ﹤0.01%
+43
1733
$1 ﹤0.01%
+12
1734
$1 ﹤0.01%
+53
1735
$1 ﹤0.01%
+195
1736
$1 ﹤0.01%
+68
1737
$1 ﹤0.01%
+116
1738
$1 ﹤0.01%
+18
1739
$1 ﹤0.01%
+20
1740
$1 ﹤0.01%
+1,203
1741
$1 ﹤0.01%
+17
1742
$1 ﹤0.01%
+44
1743
$1 ﹤0.01%
+54
1744
$1 ﹤0.01%
+38
1745
$1 ﹤0.01%
+428
1746
$1 ﹤0.01%
+23
1747
$1 ﹤0.01%
+64
1748
$1 ﹤0.01%
+97
1749
$1 ﹤0.01%
+5,000
1750
$1 ﹤0.01%
+14