P

Pitcairn Portfolio holdings

AUM $1.53B
1-Year Est. Return 21.82%
This Quarter Est. Return
1 Year Est. Return
+21.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
740
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.22M
3
+$5.7M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.54M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.09M

Top Sells

1
+$6.15M
2
+$4.96M
3
+$4.29M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.02M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$3.28M

Sector Composition

1 Technology 19.45%
2 Financials 10.67%
3 Healthcare 10.27%
4 Consumer Discretionary 6.9%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$657K 0.04%
18,675
+559
352
$656K 0.04%
2,594
+148
353
$651K 0.04%
3,418
-273
354
$651K 0.04%
14,875
+7,251
355
$650K 0.04%
2,391
-82
356
$647K 0.04%
1,864
-176
357
$644K 0.04%
6,614
+160
358
$641K 0.04%
5,535
359
$638K 0.04%
2,721
-83
360
$634K 0.04%
4,056
+51
361
$633K 0.04%
11,855
-687
362
$631K 0.04%
8,038
+3,026
363
$631K 0.04%
10,889
+2,143
364
$627K 0.04%
4,903
+526
365
$625K 0.04%
7,860
-274
366
$624K 0.04%
7,013
-3
367
$623K 0.04%
26,259
-95
368
$619K 0.04%
20,950
+1,083
369
$618K 0.04%
7,904
+2,266
370
$617K 0.04%
5,882
+2,956
371
$616K 0.04%
+2,363
372
$614K 0.04%
12,252
-275
373
$612K 0.04%
9,704
+163
374
$607K 0.04%
1,818
-2,064
375
$606K 0.04%
3,191
-23
13 14
15
16 17