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
1801
$0 ﹤0.01%
+6
1802
$0 ﹤0.01%
+5
1803
$0 ﹤0.01%
+1
1804
$0 ﹤0.01%
+389
1805
$0 ﹤0.01%
+5,754
1806
$0 ﹤0.01%
+3,000
1807
$0 ﹤0.01%
+50
1808
$0 ﹤0.01%
+420
1809
$0 ﹤0.01%
+60
1810
$0 ﹤0.01%
+3
1811
$0 ﹤0.01%
+3
1812
$0 ﹤0.01%
+690
1813
$0 ﹤0.01%
+60
1814
$0 ﹤0.01%
+82
1815
$0 ﹤0.01%
+483
1816
$0 ﹤0.01%
+1,706
1817
$0 ﹤0.01%
+1
1818
$0 ﹤0.01%
+200
1819
$0 ﹤0.01%
+250
1820
$0 ﹤0.01%
+148
1821
$0 ﹤0.01%
+3
1822
$0 ﹤0.01%
+11
1823
$0 ﹤0.01%
+1
1824
$0 ﹤0.01%
+11
1825
$0 ﹤0.01%
+500