PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.52B
1-Year Est. Return 12.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.56B
AUM Growth
+$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$87M
3
+$43.3M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$32.8M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$16.8M

Top Sells

1
+$74.8M
2
+$55.2M
3
+$30.8M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$19M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$18.6M

Sector Composition

1 Technology 3.05%
2 Industrials 1.34%
3 Communication Services 1.31%
4 Healthcare 1.18%
5 Financials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-283,534
252
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253
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-480
254
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-17,884
255
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-12,285
256
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-66,193
257
– –
-4,902
258
– –
-158,553
259
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-27,228
7 8 9 10
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