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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
-0.17%
1 Year Est. Return
+16.42%
3 Year Est. Return
+37.44%
5 Year Est. Return
+24.92%
10 Year Est. Return
+154.85%
AUM
$2.65B
AUM Growth
-$29.1M
(-1.1%)
Cap. Flow
-$16.6M
Cap. Flow
% of AUM
-0.63%
Top 10 Holdings %
Top 10 Hldgs %
59.13%
Holding
180
New
15
Increased
51
Reduced
53
Closed
7
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$30.5M |
| 2 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$20.1M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$14.9M |
| 4 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
+$7.78M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$6.75M |
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$31.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$31.3M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$16.9M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$12.4M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$11.3M |
Sector Composition
| 1 | Technology | 2.2% |
| 2 | Industrials | 1.33% |
| 3 | Financials | 0.78% |
| 4 | Communication Services | 0.63% |
| 5 | Healthcare | 0.45% |
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