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
126
$113K 0.01%
5,303
127
$81K ﹤0.01%
2,400
128
$81K ﹤0.01%
1,550
129
$50K ﹤0.01%
881
-860
130
$31K ﹤0.01%
1,800
131
$10K ﹤0.01%
58
132
$6K ﹤0.01%
821
133
– –
-221,326
134
– –
-670,684
135
– –
-276
136
– –
-106,152
137
– –
-1,371
138
– –
-102
139
– –
-103,708
140
– –
-194
141
– –
-242
142
– –
-19,863
143
– –
-1,609
144
– –
-6,453
145
– –
-1,048
146
– –
-5,640
147
– –
-358,526
148
– –
-18,311
2 3 4 5
6