PIG

Pantheon Investment Group Portfolio holdings

AUM $127M
1-Year Est. Return 23.02%
This Quarter Est. Return
1 Year Est. Return
+23.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.7M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.03M
3
+$914K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$758K
5
MRK icon
Merck
MRK
+$747K

Top Sells

1
+$8.9M
2
+$5.3M
3
+$1.82M
4
RCL icon
Royal Caribbean
RCL
+$1.65M
5
EFT
Eaton Vance Floating-Rate Income Trust
EFT
+$1.6M

Sector Composition

1 Healthcare 18.06%
2 Financials 16.42%
3 Technology 15.21%
4 Consumer Discretionary 14.46%
5 Communication Services 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
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