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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
1851
$0 ﹤0.01%
12
-11
1852
– –
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1853
$0 ﹤0.01%
54
1854
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1855
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17
1856
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1857
$0 ﹤0.01%
26
-1,536
1858
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1859
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1860
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-670
1861
$0 ﹤0.01%
57
1862
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4
1863
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4
1864
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-443
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$0 ﹤0.01%
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$0 ﹤0.01%
+9
1867
$0 ﹤0.01%
21
1868
– –
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1869
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-629
1870
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-245
1871
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1872
$0 ﹤0.01%
2
1873
$0 ﹤0.01%
44
1874
$0 ﹤0.01%
3
-21
1875
– –
-380
73 74
75
76 77