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P-Solve Investments Ltd

Portfolio Profile

CIK: 0001706247 | LONDON, X0

$184.5M
AUM
3
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Vanguard Scottsdale FDS(VCSH)2,167,810$163.0M88.34%
2Vanguard Tax-Managed FDS(VEA)274,460$11.5M6.24%
3Vanguard Intl Equity Index F(VT)116,000$10.0M5.42%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $184.5M

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified100%

AUM History

$292.0K | 7 pos.
$44.9K | 4 pos.
$20.9K | 3 pos.
$64.1K | 2 pos.
$50.9K | 5 pos.
$73.3K | 4 pos.
100%
0%
$328.8K | 5 pos.
$354.1K | 4 pos.
$4.0M | 70 pos.
$3.0M | 82 pos.
$177.9K | 4 pos.
$184.5M | 3 pos.
Q1
20
Q2
20
Q3
20
Q4
20
Q1
21
Q2
21
Q3
21
Q4
21
Q1
22
Q2
22
Q3
22
Q4
22

Recent Activity

Quarter-over-quarter position changes

0
New
1
Closed
2
Increased
1
Decreased
0
Unchanged