Index Performance
+21.05%
PELA Portfolio
+11.67%
SPY
+9.65%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of June 12, 2026
CSV download
| Blackstone, Inc. (BX) | 22.63% | $149.99B | 29.46% | 99.54% | 7.72 |
| KKR Group Co., Inc. (KKR) | 21.60% | $85.60B | 68.70% | 59.35% | 7.88 |
| Ares Management Corp. (ARES) | 20.77% | $44.50B | 30.26% | 80.75% | 6.30 |
| Apollo Global Management, Inc. (APO) | 14.52% | $77.18B | -13.40% | 29.87% | 2.45 |
| The Carlyle Group Inc. (CG) | 11.83% | $16.47B | -61.12% | 42.59% | 7.45 |
| TPG, Inc. (TPG) | 4.39% | $16.53B | -51.97% | 91.58% | 4.90 |
| EQT AB (EQT) | 4.26% | $35.61B | -16.69% | 76.76% | 16.70 |
Market data by FactSet
