Index Performance
+5.33%
PELA Portfolio
+2.40%
SPY
+1.51%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of January 21, 2026
CSV download
| Blackstone, Inc. (BX) | 23.51% | $187.74B | 41.36% | 99.47% | 11.19 |
| KKR Group Co., Inc. (KKR) | 21.75% | $110.77B | -2.34% | 41.50% | 11.53 |
| Ares Management Corp. (ARES) | 18.03% | $53.33B | 70.35% | 76.89% | 8.32 |
| The Carlyle Group Inc. (CG) | 14.37% | $22.28B | -87.24% | 33.45% | 8.74 |
| Apollo Global Management, Inc. (APO) | 13.07% | $80.47B | 26.30% | 66.85% | 3.24 |
| EQT AB (EQT) | 4.78% | $46.09B | -4.32% | 52.47% | N/A |
| TPG, Inc. (TPG) | 4.49% | $23.76B | 43.22% | 96.65% | 6.03 |
Market data by FactSet
