L
PELA Portfolio

Index Performance

+1.49%
PELA Portfolio
+5.42%
SPY
-2.61%
RWR

Overview

Description

portfolio not index

  • Inception Date02/11/2024
  • WeightingCustom
  • # of holdings7
What's inside?

Holdings

All holdings as of June 12, 2024
CSV download
KKR Group Co., Inc. (KKR)25.29%$98.67B168.20%23.49%7.14
Blackstone, Inc. (BX)21.78%$85.05B2.73%99.52%11.64
Ares Management Corp. (ARES)18.36%$25.96B-8.88%101.16%10.94
Apollo Global Management, Inc. (APO)14.15%$66.41B30.06%72.12%2.04
The Carlyle Group Inc. (CG)11.99%$14.37B-17.52%83.19%8.18
EQT AB (EQT)4.30%$37.02B49.20%74.68%14.77
TPG, Inc. (TPG)4.12%$3.71B28.80%96.01%7.39
Market data by FactSet