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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
1976
$0 ﹤0.01%
2,000
1977
– –
-80
1978
$0 ﹤0.01%
601
1979
$0 ﹤0.01%
9
1980
– –
-5,000
1981
$0 ﹤0.01%
28
1982
$0 ﹤0.01%
4
1983
– –
-218
1984
$0 ﹤0.01%
52
1985
$0 ﹤0.01%
88
1986
$0 ﹤0.01%
22
1987
$0 ﹤0.01%
25
1988
$0 ﹤0.01%
9
1989
$0 ﹤0.01%
2
1990
– –
-1,069
1991
– –
-39
1992
$0 ﹤0.01%
2
1993
$0 ﹤0.01%
44
1994
$0 ﹤0.01%
7
-110
1995
$0 ﹤0.01%
3
1996
$0 ﹤0.01%
33
1997
– –
0
1998
– –
0
1999
– –
-10
2000
$0 ﹤0.01%
27
78 79
80
81 82