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
551
$330K 0.02%
2,376
+88
552
$328K 0.02%
4,566
-34
553
$328K 0.02%
29,433
+516
554
$328K 0.02%
834
+52
555
$327K 0.02%
6,787
-218
556
$325K 0.02%
13,264
+2,124
557
$323K 0.02%
3,372
+212
558
$323K 0.02%
2,776
+170
559
$322K 0.02%
738
+31
560
$319K 0.02%
1,096
+44
561
$318K 0.02%
8,853
-610
562
$318K 0.02%
721
-41
563
$317K 0.02%
15,940
+1,606
564
$316K 0.02%
13,818
+1,767
565
$314K 0.02%
1,186
-53
566
$313K 0.02%
11,059
+242
567
$313K 0.02%
9,183
+109
568
$312K 0.02%
3,449
+284
569
$310K 0.02%
4,867
+330
570
$310K 0.02%
3,660
-499
571
$309K 0.02%
2,967
+48
572
$309K 0.02%
1,878
+174
573
$308K 0.02%
1,056
+53
574
$307K 0.02%
13,103
+105
575
$307K 0.02%
1,837
+82
21 22
23
24 25