PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.65B
1-Year Est. Return 16.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.52B
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.99M
3
+$5.55M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.19M
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$4.93M

Top Sells

1
+$29.5M
2
+$23.8M
3
+$19.1M
4
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$13.3M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$13M

Sector Composition

1 Technology 2.96%
2 Financials 1.15%
3 Industrials 1.03%
4 Communication Services 0.86%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.78M 0.23%
29,716
+58
52
$5.42M 0.22%
28,572
+124
53
$5.36M 0.21%
16,249
+5,415
54
$5.25M 0.21%
28,943
-38
55
$5.12M 0.2%
30,404
56
$5.07M 0.2%
53,093
57
$4.9M 0.19%
14,364
+1
58
$4.84M 0.19%
15,741
59
$4.83M 0.19%
105,686
60
$4.81M 0.19%
9,197
61
$4.81M 0.19%
71,127
62
$4.81M 0.19%
3,648
63
$4.79M 0.19%
+5,022
64
$4.68M 0.19%
+18,053
65
$4.63M 0.18%
150,884
66
$4.56M 0.18%
9,599
+303
67
$4.54M 0.18%
109,234
-24,230
68
$4.38M 0.17%
12,310
69
$4.29M 0.17%
+80,306
70
$4.27M 0.17%
9,328
71
$4.1M 0.16%
63,878
72
$4.01M 0.16%
17,835
73
$3.91M 0.16%
8,056
74
$3.53M 0.14%
10,360
75
$3.48M 0.14%
23,933
+60
1 2
3
4 5