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
1776
$0 ﹤0.01%
+1,991
1777
$0 ﹤0.01%
+6,886
1778
$0 ﹤0.01%
+104
1779
$0 ﹤0.01%
+263
1780
$0 ﹤0.01%
+11
1781
$0 ﹤0.01%
+2
1782
$0 ﹤0.01%
+3
1783
$0 ﹤0.01%
+11
1784
$0 ﹤0.01%
+1
1785
$0 ﹤0.01%
+11
1786
$0 ﹤0.01%
+300
1787
$0 ﹤0.01%
+10
1788
$0 ﹤0.01%
+591
1789
$0 ﹤0.01%
+381
1790
$0 ﹤0.01%
+28
1791
$0 ﹤0.01%
+1,000
1792
$0 ﹤0.01%
+38
1793
$0 ﹤0.01%
+4
1794
$0 ﹤0.01%
+2
1795
$0 ﹤0.01%
+2,107
1796
$0 ﹤0.01%
+6
1797
$0 ﹤0.01%
+1
1798
$0 ﹤0.01%
+200
1799
$0 ﹤0.01%
+250
1800
$0 ﹤0.01%
+500