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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
$464M
AUM Growth
-$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,560
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$2.52M
3
+$2.45M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.02M
5
PBCT
People's United Financial Inc
PBCT
+$1.84M

Top Sells

1
+$2.83M
2
+$2.04M
3
+$671K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$344K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$339K

Sector Composition

1 Financials 5.59%
2 Technology 5.13%
3 Healthcare 3.8%
4 Industrials 3.26%
5 Consumer Discretionary 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$0 ﹤0.01%
1
-329
1902
$0 ﹤0.01%
20
-25
1903
$0 ﹤0.01%
2
-97
1904
$0 ﹤0.01%
400
1905
$0 ﹤0.01%
420
1906
– –
-781
1907
$0 ﹤0.01%
100
1908
– –
-5
1909
– –
-16
1910
$0 ﹤0.01%
+54
1911
– –
-20
1912
– –
-68,934
1913
$0 ﹤0.01%
9
1914
$0 ﹤0.01%
28
1915
– –
-1
1916
– –
-2,152
1917
$0 ﹤0.01%
4
1918
– –
0
1919
– –
-29
1920
– –
-61
1921
– –
-375
1922
– –
-103
1923
– –
-144
1924
– –
-19
1925
– –
-50
75 76
77
78 79