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
376
$605K 0.04%
34,118
-16,035
377
$598K 0.04%
5,183
-499
378
$597K 0.04%
4,821
-551
379
$596K 0.04%
2,796
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380
$595K 0.04%
8,444
-122
381
$592K 0.04%
8,607
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382
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5,520
+422
383
$591K 0.04%
5,301
+259
384
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+27,589
385
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32,386
386
$587K 0.04%
2,346
+261
387
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3,041
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388
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6,535
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389
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10,878
-37
390
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1,672
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394
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10,328
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2,684
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396
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4,374
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2,785
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398
$569K 0.04%
7,211
-991
399
$568K 0.04%
+3,110
400
$567K 0.04%
14,415
-23
14 15
16
17 18