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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
$462M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,508
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.32M
3
+$910K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$821K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$646K

Top Sells

1
+$2.56M
2
+$1.14M
3
+$1.13M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$879K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$671K

Sector Composition

1 Financials 6.34%
2 Technology 5.64%
3 Healthcare 3.44%
4 Industrials 3.35%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$1K ﹤0.01%
96
-1,892
1752
$1K ﹤0.01%
31
1753
$1K ﹤0.01%
60
1754
$1K ﹤0.01%
152
1755
$1K ﹤0.01%
50
1756
$1K ﹤0.01%
31
-20
1757
$1K ﹤0.01%
16
1758
$1K ﹤0.01%
14
1759
$1K ﹤0.01%
184
1760
$1K ﹤0.01%
44
1761
$1K ﹤0.01%
38
1762
$1K ﹤0.01%
21
-4
1763
$1K ﹤0.01%
53
1764
$1K ﹤0.01%
23
1765
$1K ﹤0.01%
15
-1
1766
$1K ﹤0.01%
32
1767
$1K ﹤0.01%
118
1768
$1K ﹤0.01%
153
-118
1769
$1K ﹤0.01%
31
+17
1770
$1K ﹤0.01%
22
1771
$1K ﹤0.01%
45
1772
$1K ﹤0.01%
108
1773
$1K ﹤0.01%
+34
1774
$1K ﹤0.01%
68
1775
$1K ﹤0.01%
30
69 70
71
72 73