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
1751
$1 ﹤0.01%
+25
1752
$1 ﹤0.01%
+29
1753
$1 ﹤0.01%
+23
1754
$1 ﹤0.01%
+800
1755
$1 ﹤0.01%
+55
1756
$1 ﹤0.01%
+144
1757
$1 ﹤0.01%
+2,331
1758
$1 ﹤0.01%
+108
1759
$1 ﹤0.01%
+407
1760
$1 ﹤0.01%
+7
1761
$1 ﹤0.01%
+21
1762
$1 ﹤0.01%
+83
1763
$1 ﹤0.01%
+123
1764
$1 ﹤0.01%
+44
1765
$1 ﹤0.01%
+4,579
1766
$1 ﹤0.01%
+36
1767
$1 ﹤0.01%
+51
1768
$1 ﹤0.01%
+91
1769
$0 ﹤0.01%
+101
1770
$0 ﹤0.01%
+287
1771
$0 ﹤0.01%
+8
1772
$0 ﹤0.01%
+1
1773
$0 ﹤0.01%
+247
1774
$0 ﹤0.01%
+2
1775
$0 ﹤0.01%
+16