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
$620M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$4.79M
3
+$4.35M
4
VSAT icon
Viasat
VSAT
+$2.7M
5
PXD
Pioneer Natural Resource Co.
PXD
+$2.68M

Top Sells

1
+$13.9M
2
+$12.1M
3
+$7.9M
4
MSFT icon
Microsoft
MSFT
+$6.15M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.07M

Sector Composition

1 Technology 13.61%
2 Financials 10.18%
3 Healthcare 9.69%
4 Communication Services 8.95%
5 Consumer Discretionary 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43K 0.01%
937
+4
77
$35K 0.01%
469
+6
78
$12K ﹤0.01%
112
+1
79
– –
-13,245
80
– –
-11,060
81
– –
-12,028
82
– –
-1,833
83
– –
-2,776
84
– –
-2,440
1 2 3
4