P

Pitcairn Portfolio holdings

AUM $1.27B
1-Year Est. Return 23.64%
This Quarter Est. Return
1 Year Est. Return
+23.64%
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
451
$467K 0.03%
+6,665
452
$464K 0.03%
1,347
-223
453
$463K 0.03%
2,733
-155
454
$463K 0.03%
13,751
-3,321
455
$462K 0.03%
11,542
+261
456
$456K 0.03%
2,030
+39
457
$454K 0.03%
+3,124
458
$453K 0.03%
6,609
-409
459
$452K 0.03%
16,545
460
$452K 0.03%
11,983
-1,186
461
$451K 0.03%
1,821
+216
462
$449K 0.03%
4,406
+164
463
$447K 0.03%
6,877
+577
464
$445K 0.03%
17,352
+335
465
$444K 0.03%
13,005
+563
466
$443K 0.03%
2,487
-179
467
$442K 0.03%
4,586
-58
468
$438K 0.03%
3,384
-169
469
$437K 0.03%
4,260
-253
470
$430K 0.03%
4,446
-85
471
$428K 0.03%
12,571
+171
472
$427K 0.03%
5,698
+235
473
$427K 0.03%
2,157
-486
474
$426K 0.03%
5,751
+304
475
$423K 0.03%
4,765
-2,942
17 18
19
20 21