Index Performance
+5.71%
PELA Portfolio
+3.61%
SPY
+10.88%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of July 27, 2026
CSV download
| Blackstone, Inc. (BX) | 23.55% | $155.02B | 29.46% | 99.54% | 7.72 |
| KKR Group Co., Inc. (KKR) | 22.96% | $89.78B | 68.70% | 59.35% | 7.88 |
| Ares Management Corp. (ARES) | 18.01% | $41.46B | 30.26% | 80.75% | 6.30 |
| The Carlyle Group Inc. (CG) | 13.64% | $16.58B | -61.12% | 42.59% | 7.45 |
| Apollo Global Management, Inc. (APO) | 12.07% | $69.45B | -13.40% | 29.87% | 2.45 |
| EQT AB (EQT) | 5.19% | $38.52B | -16.69% | 76.76% | 16.70 |
| TPG, Inc. (TPG) | 4.57% | $16.81B | -51.97% | 91.58% | 4.90 |
Market data by FactSet
