Index Performance
-4.04%
PELA Portfolio
+3.21%
SPY
-7.12%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of October 23, 2026
CSV download
| Blackstone, Inc. (BX) | 22.63% | $146.91B | -18.44% | 98.76% | 7.40 |
| KKR Group Co., Inc. (KKR) | 22.16% | $82.25B | 20.36% | 47.98% | 7.34 |
| Ares Management Corp. (ARES) | 19.13% | $40.25B | 12.55% | 82.35% | 6.33 |
| The Carlyle Group Inc. (CG) | 13.84% | $13.81B | -43.91% | 75.94% | 8.50 |
| Apollo Global Management, Inc. (APO) | 12.89% | $67.54B | 62.66% | 64.53% | 2.20 |
| EQT AB (EQT) | 4.73% | $38.02B | -16.69% | 76.76% | 16.70 |
| TPG, Inc. (TPG) | 4.61% | $17.23B | 99.01% | 97.75% | 3.99 |
Market data by FactSet
