Index Performance
+5.42%
PELA Portfolio
+5.00%
SPY
+4.08%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of August 6, 2026
CSV download
| Blackstone, Inc. (BX) | 22.75% | $165.99B | 56.05% | 99.31% | 7.16 |
| KKR Group Co., Inc. (KKR) | 22.41% | $92.79B | 8.59% | 41.56% | N/A |
| Ares Management Corp. (ARES) | 18.69% | $45.58B | 30.26% | 80.75% | 6.30 |
| The Carlyle Group Inc. (CG) | 13.83% | $17.60B | -27.72% | 76.33% | 7.39 |
| Apollo Global Management, Inc. (APO) | 11.93% | $75.66B | -13.40% | 29.87% | 2.45 |
| EQT AB (EQT) | 5.45% | $42.39B | -16.69% | 76.76% | 16.70 |
| TPG, Inc. (TPG) | 4.95% | $18.65B | 99.01% | 97.75% | 3.99 |
Market data by FactSet
