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
151
$231K 0.01%
459
-31
152
$230K 0.01%
2,835
-206
153
$229K 0.01%
+1,254
154
$221K 0.01%
+3,509
155
$200K 0.01%
161,597
156
$90K ﹤0.01%
30,000
157
– –
-23,273
158
– –
-28,283
159
– –
-13,367
160
– –
-12,594
161
– –
-101,607
162
– –
-27,805
163
– –
-82,331
164
– –
-203,558
165
– –
-1,174
3 4 5 6
7