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
$1.69B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$77.3M
2
+$44.6M
3
+$36.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$32.6M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$28.6M

Top Sells

1
+$12.8M
2
+$11.9M
3
+$11.3M
4
IAU icon
iShares Gold Trust
IAU
+$8.22M
5
JD icon
JD.com
JD
+$8.2M

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
76
$3.3M 0.2%
+9,345
77
$3.19M 0.19%
+191,636
78
$3.13M 0.19%
116,362
-152,458
79
$2.77M 0.16%
34,123
+11,162
80
$2.61M 0.15%
33,508
81
$2.59M 0.15%
22,644
-4,960
82
$2.38M 0.14%
86,976
-17,725
83
$2.37M 0.14%
98,656
-10,298
84
$2.36M 0.14%
95,624
85
$2.34M 0.14%
69,650
-5,839
86
$2.23M 0.13%
171,588
-46,822
87
$2.22M 0.13%
178,400
88
$2.07M 0.12%
16,095
+1,428
89
$2M 0.12%
7,499
+5,441
90
$1.95M 0.12%
53,553
91
$1.91M 0.11%
+30,500
92
$1.77M 0.1%
527,500
93
$1.73M 0.1%
+39,028
94
$1.51M 0.09%
85,550
95
$1.32M 0.08%
69,345
96
$1.32M 0.08%
+10,947
97
$1.32M 0.08%
+2,898
98
$1.3M 0.08%
+11,261
99
$1.29M 0.08%
+8,969
100
$1.21M 0.07%
5,858
2 3
4
5 6