We are live on ! Find out more
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
$526M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,492
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.5M
3
+$2.43M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.32M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.17M

Top Sells

1
+$8.26M
2
+$1.83M
3
+$1.66M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.64M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.58M

Sector Composition

1 Financials 5.84%
2 Technology 5.8%
3 Healthcare 3.73%
4 Industrials 3.72%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$1K ﹤0.01%
19
1777
$1K ﹤0.01%
39
1778
$1K ﹤0.01%
32
1779
$1K ﹤0.01%
30
1780
$1K ﹤0.01%
102
1781
$1K ﹤0.01%
36
-164
1782
$1K ﹤0.01%
+23
1783
$1K ﹤0.01%
50
1784
$1K ﹤0.01%
90
1785
$1K ﹤0.01%
60
1786
$1K ﹤0.01%
281
1787
$1K ﹤0.01%
58
1788
$1K ﹤0.01%
53
1789
$1K ﹤0.01%
57
1790
$1K ﹤0.01%
50
1791
$1K ﹤0.01%
+34
1792
$1K ﹤0.01%
359
1793
$1K ﹤0.01%
63
-253
1794
$1K ﹤0.01%
36
1795
$1K ﹤0.01%
33
1796
$1K ﹤0.01%
38
1797
$1K ﹤0.01%
18
1798
$1K ﹤0.01%
+12
1799
$1K ﹤0.01%
72
-12
1800
$1K ﹤0.01%
31
70 71
72
73 74