PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.52B
1-Year Est. Return 12.02%
This Quarter Est. Return
1 Year Est. Return
+12.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$42.2M
3
+$32.7M
4
VT icon
Vanguard Total World Stock ETF
VT
+$29.3M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$27.1M

Top Sells

1
+$12.8M
2
+$11.6M
3
+$9.83M
4
IAU icon
iShares Gold Trust
IAU
+$7.91M
5
JD icon
JD.com
JD
+$6.96M

Sector Composition

1 Technology 6.95%
2 Financials 6.74%
3 Consumer Discretionary 4.41%
4 Industrials 4.36%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.4M 0.97%
1,088,036
+414,011
27
$16.1M 0.95%
153,594
-59,677
28
$15.2M 0.9%
113,415
-19,619
29
$14.9M 0.88%
79,201
-11,175
30
$14M 0.83%
380,618
-87,985
31
$13.9M 0.82%
148,390
-19,553
32
$13.6M 0.8%
508,693
-43,950
33
$13.5M 0.8%
69,247
-5,639
34
$13.4M 0.79%
254,532
+19,561
35
$13.4M 0.79%
140,073
-1,507
36
$13M 0.77%
163,526
+9,930
37
$12.3M 0.73%
218,851
-4,807
38
$12.2M 0.72%
552,978
-3,605
39
$12.1M 0.72%
49,953
+432
40
$11.7M 0.7%
199,488
+1,213
41
$11.7M 0.69%
164,016
+161,463
42
$11.6M 0.68%
299,531
+15,301
43
$11.1M 0.66%
81,103
-35,645
44
$10.1M 0.6%
151,446
-67,969
45
$10M 0.59%
199,094
-138,470
46
$9.7M 0.57%
205,747
-50,977
47
$9.53M 0.56%
169,960
-33,317
48
$9.43M 0.56%
270,198
+204,603
49
$9.38M 0.56%
24,855
-10,682
50
$9.38M 0.56%
124,178
-458
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