PEGL

P/E Global LLC Portfolio holdings

AUM $500M
1-Year Est. Return 10.64%
This Quarter Est. Return
1 Year Est. Return
+10.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$500M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$1.36M
3
+$178K

Top Sells

1
+$13M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACWI icon
1
iShares MSCI ACWI ETF
ACWI
$23.5B
$293M 58.64%
2,121,107
-94,200
BNDX icon
2
Vanguard Total International Bond ETF
BNDX
$69.8B
$78.4M 15.67%
1,584,394
+66,381
VOO icon
3
Vanguard S&P 500 ETF
VOO
$779B
$75.7M 15.13%
123,566
+291
AGG icon
4
iShares Core US Aggregate Bond ETF
AGG
$133B
$52.8M 10.56%
526,584
+13,536