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
201
$296K 0.01%
3,154
+22
202
$291K 0.01%
1,815
+88
203
$289K 0.01%
+3,746
204
$289K 0.01%
3,382
-24
205
$287K 0.01%
353
-91
206
$286K 0.01%
1,798
-154
207
$283K 0.01%
1,394
+80
208
$282K 0.01%
+321
209
$280K 0.01%
1,412
-239
210
$277K 0.01%
+1,393
211
$276K 0.01%
+1,132
212
$268K 0.01%
+1,274
213
$266K 0.01%
4,605
-141
214
$261K 0.01%
+3,311
215
$259K 0.01%
3,577
-748
216
$256K 0.01%
+1,303
217
$251K 0.01%
6,865
+212
218
$250K 0.01%
19,606
219
$249K 0.01%
+1,315
220
$246K 0.01%
+941
221
$241K 0.01%
13,147
222
$238K 0.01%
2,456
-171
223
$236K 0.01%
+7,280
224
$233K 0.01%
+3,389
225
$232K 0.01%
965
-299
7 8
9
10 11