Index Performance
-22.54%
PELA Portfolio
-6.94%
SPY
-3.77%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of March 14, 2025
CSV download
| Blackstone, Inc. (BX) | 23.03% | $180.09B | 21.25% | 98.76% | 12.33 |
| KKR Group Co., Inc. (KKR) | 21.28% | $102.75B | 39.53% | 35.37% | 9.28 |
| Ares Management Corp. (ARES) | 18.25% | $45.53B | 6.12% | 85.11% | 11.71 |
| The Carlyle Group Inc. (CG) | 14.11% | $15.76B | 100.25% | 60.12% | 5.05 |
| Apollo Global Management, Inc. (APO) | 13.08% | $79.13B | -20.74% | 62.15% | 4.07 |
| EQT AB (EQT) | 6.14% | $38.26B | 28.19% | 79.97% | 12.40 |
| TPG, Inc. (TPG) | 4.11% | $17.58B | 46.64% | 96.13% | 7.57 |
Market data by FactSet
