PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.65B
1-Year Est. Return 16.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.52B
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.99M
3
+$5.55M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.19M
5
SPYX icon
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
+$4.93M

Top Sells

1
+$29.5M
2
+$23.8M
3
+$19.1M
4
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$13.3M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$13M

Sector Composition

1 Technology 2.96%
2 Financials 1.15%
3 Industrials 1.03%
4 Communication Services 0.86%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$480K 0.02%
2,450
127
$470K 0.02%
3,581
128
$468K 0.02%
4,543
129
$463K 0.02%
1,042
130
$434K 0.02%
29,950
131
$429K 0.02%
6,324
132
$426K 0.02%
7,865
+40
133
$421K 0.02%
1,727
134
$420K 0.02%
+5,211
135
$393K 0.02%
26,066
136
$392K 0.02%
+10,112
137
$351K 0.01%
1,529
138
$346K 0.01%
209,407
139
$329K 0.01%
42,704
-13,431
140
$329K 0.01%
2,529
141
$314K 0.01%
12,917
142
$308K 0.01%
2,446
+11
143
$307K 0.01%
15,384
144
$300K 0.01%
3,063
145
$269K 0.01%
13,147
146
$263K 0.01%
2,827
-1,388
147
$247K 0.01%
2,432
148
$246K 0.01%
1,877
149
$234K 0.01%
1,484
150
$231K 0.01%
11,924
3 4 5
6
7