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
$1.62B
AUM Growth
-$406M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$23.7M
3
+$23.7M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$14.8M
5
IAU icon
iShares Gold Trust
IAU
+$4.67M

Top Sells

1
+$445M
2
+$69.9M
3
+$31.3M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$26.2M
5
VHT icon
Vanguard Health Care ETF
VHT
+$25.7M

Sector Composition

1 Consumer Discretionary 12.84%
2 Technology 11.28%
3 Financials 9.41%
4 Communication Services 8.76%
5 Healthcare 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$388K 0.02%
2,110
-8,667
102
$382K 0.02%
18,250
-77,151
103
$347K 0.02%
+2,600
104
$323K 0.02%
5,357
105
$307K 0.02%
+2,651
106
$265K 0.02%
2,043
-1,633
107
$235K 0.01%
875
-3,556
108
$194K 0.01%
6,571
-27,389
109
$190K 0.01%
2,317
+12
110
$186K 0.01%
5,086
+59
111
$153K 0.01%
5,680
-23,247
112
$71K ﹤0.01%
1,550
113
– –
-803
114
– –
-18,405
115
– –
-23,836
1 2 3 4
5