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
$2.33B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$80.1M
3
+$36.4M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$27.8M
5
DEO icon
Diageo
DEO
+$27.8M

Top Sells

1
+$116M
2
+$29.3M
3
+$23.1M
4
IAU icon
iShares Gold Trust
IAU
+$22M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$20.3M

Sector Composition

1 Financials 3.97%
2 Technology 3.21%
3 Communication Services 2.41%
4 Industrials 2.36%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$92.5K ﹤0.01%
1,550
127
$76.7K ﹤0.01%
+3,393
128
$66.9K ﹤0.01%
39,265
129
$42.7K ﹤0.01%
127
-45,605
130
$37.7K ﹤0.01%
2,919
131
$34.5K ﹤0.01%
+3,550
132
$33.6K ﹤0.01%
700
133
$31.9K ﹤0.01%
726
-114,646
134
$23.8K ﹤0.01%
1,097
135
$8.95K ﹤0.01%
58
136
– –
-1,833
137
– –
-38,318
138
– –
-10,041
139
– –
-109,478
140
– –
-55,170
141
– –
-63,009
142
– –
-1,800
143
– –
-5,369
144
– –
-172,159
145
– –
-145,126
146
– –
-321,406
147
– –
-17,298
148
– –
-881
149
– –
-434
150
– –
-164,596
3 4 5
6
7