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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
$499M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,512
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2M
3
+$1.84M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.72M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.64M

Top Sells

1
+$4.85M
2
+$651K
3
+$445K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$326K
5
XOM icon
Exxon Mobil
XOM
+$287K

Sector Composition

1 Financials 6.02%
2 Technology 5.87%
3 Healthcare 3.65%
4 Industrials 3.56%
5 Consumer Discretionary 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$1K ﹤0.01%
118
1827
$1K ﹤0.01%
13
+12
1828
$1K ﹤0.01%
103
-50
1829
$1K ﹤0.01%
20
-35
1830
$1K ﹤0.01%
31
1831
$1K ﹤0.01%
200
1832
$1K ﹤0.01%
+9
1833
$1K ﹤0.01%
45
1834
$1K ﹤0.01%
+56
1835
$1K ﹤0.01%
108
1836
$1K ﹤0.01%
34
1837
$1K ﹤0.01%
30
1838
$1K ﹤0.01%
58
1839
$1K ﹤0.01%
13
1840
$1K ﹤0.01%
81
-28
1841
$1K ﹤0.01%
+144
1842
$1K ﹤0.01%
19
1843
$1K ﹤0.01%
57
1844
$1K ﹤0.01%
4
1845
$1K ﹤0.01%
109
1846
$1K ﹤0.01%
10
1847
$1K ﹤0.01%
+13
1848
$1K ﹤0.01%
89
1849
$1K ﹤0.01%
50
1850
$1K ﹤0.01%
513
72 73
74
75 76