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
101
$1.21M 0.07%
+7,326
102
$1.07M 0.06%
13,389
+67
103
$1.04M 0.06%
8,404
-22,636
104
$1.03M 0.06%
+14,417
105
$1.01M 0.06%
93,248
106
$1M 0.06%
+20,798
107
$967K 0.06%
15,369
-40,333
108
$811K 0.05%
21,054
109
$751K 0.04%
+8,197
110
$723K 0.04%
30,956
+655
111
$677K 0.04%
41,394
-103,895
112
$654K 0.04%
+10,574
113
$522K 0.03%
5,025
+2,854
114
$466K 0.03%
13,201
+6,002
115
$430K 0.03%
2,374
116
$332K 0.02%
11,358
-29,664
117
$301K 0.02%
6,533
118
$280K 0.02%
7,500
119
$267K 0.02%
9,326
120
$266K 0.02%
+3,353
121
$253K 0.02%
1,833
122
$242K 0.01%
+12,806
123
$236K 0.01%
7,053
+102
124
$223K 0.01%
7,200
125
$126K 0.01%
1,567
-1,988
2 3 4
5
6