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
51
$9.35M 0.55%
160,350
+136,703
52
$8.93M 0.53%
+102,230
53
$8.52M 0.5%
31,556
-12,310
54
$8.33M 0.49%
286,626
+151,683
55
$8.3M 0.49%
80,863
+71,295
56
$7.94M 0.47%
+111,751
57
$7.93M 0.47%
174,671
-23,204
58
$7.93M 0.47%
92,159
-318
59
$7.65M 0.45%
249,335
+15,225
60
$7.42M 0.44%
47,987
+24,668
61
$7.26M 0.43%
88,695
+31,047
62
$6.87M 0.41%
111,307
+233
63
$6.83M 0.4%
224,563
+41,119
64
$6.41M 0.38%
133,145
-240,214
65
$6.38M 0.38%
+104,423
66
$6.37M 0.38%
144,915
+17,090
67
$5.79M 0.34%
16,202
+10,541
68
$5.61M 0.33%
202,845
+11,718
69
$5.53M 0.33%
89,813
-49,754
70
$4.82M 0.29%
183,847
+75,799
71
$4.5M 0.27%
150,338
-12,737
72
$3.38M 0.2%
+16,129
73
$3.35M 0.2%
+20,392
74
$3.35M 0.2%
+20,317
75
$3.34M 0.2%
60,660
1 2
3
4 5