PCIG

Partners Capital Investment Group Portfolio holdings

AUM $2.52B
1-Year Est. Return 12.02%
This Quarter Est. Return
1 Year Est. Return
+12.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.56B
AUM Growth
+$395M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$87M
3
+$43.3M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$32.8M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$16.8M

Top Sells

1
+$74.8M
2
+$55.2M
3
+$30.8M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$19M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$18.6M

Sector Composition

1 Technology 3.05%
2 Industrials 1.34%
3 Communication Services 1.31%
4 Healthcare 1.18%
5 Financials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$375K 0.01%
2,516
-1,874
177
$365K 0.01%
1,399
-135
178
$364K 0.01%
1,264
+62
179
$361K 0.01%
995
+232
180
$358K 0.01%
+3,809
181
$356K 0.01%
1,805
+598
182
$348K 0.01%
+7,079
183
$348K 0.01%
+6,761
184
$343K 0.01%
878
-141
185
$340K 0.01%
3,541
+1,237
186
$340K 0.01%
2,548
-519
187
$339K 0.01%
+5,574
188
$336K 0.01%
+4,290
189
$332K 0.01%
3,950
+393
190
$331K 0.01%
2,043
-325
191
$325K 0.01%
1,439
-86
192
$321K 0.01%
+2,956
193
$318K 0.01%
1,019
-179
194
$315K 0.01%
+1,679
195
$311K 0.01%
1,037
-121
196
$310K 0.01%
18,483
+5,062
197
$303K 0.01%
+3,736
198
$297K 0.01%
+729
199
$296K 0.01%
+1,373
200
$296K 0.01%
+1,702
6 7
8
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