PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.68B
1-Year Est. Return 15.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$522M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$3.98M
3
+$3.93M
4
SCHW icon
Charles Schwab
SCHW
+$3.58M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.46M

Top Sells

1
+$23.4M
2
+$11.8M
3
+$11.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.9M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.82M

Sector Composition

1 Technology 18.76%
2 Financials 9.97%
3 Consumer Discretionary 9.39%
4 Communication Services 8.57%
5 Healthcare 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38K 0.01%
922
+6
52
$30K 0.01%
463
+2
53
$12K ﹤0.01%
111
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54
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56
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63
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65
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68
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