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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
1951
– –
-11,385
1952
$0 ﹤0.01%
4,000
1953
$0 ﹤0.01%
400
1954
$0 ﹤0.01%
420
1955
$0 ﹤0.01%
100
1956
$0 ﹤0.01%
181
1957
$0 ﹤0.01%
232
1958
– –
0
1959
$0 ﹤0.01%
5
1960
$0 ﹤0.01%
3
1961
– –
-92
1962
$0 ﹤0.01%
690
1963
$0 ﹤0.01%
60
1964
$0 ﹤0.01%
37
1965
– –
-608
1966
– –
-863
1967
$0 ﹤0.01%
7
1968
$0 ﹤0.01%
2,000
1969
$0 ﹤0.01%
601
1970
$0 ﹤0.01%
+9
1971
– –
-46
1972
$0 ﹤0.01%
28
1973
$0 ﹤0.01%
4
1974
$0 ﹤0.01%
52
1975
$0 ﹤0.01%
88
77 78
79
80 81