Index Performance
+18.73%
PELA Portfolio
+2.95%
SPY
+10.41%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of October 10, 2024
CSV download
| KKR Group Co., Inc. (KKR) | 22.51% | $118.14B | 29.11% | 38.45% | 7.15 |
| Blackstone, Inc. (BX) | 21.24% | $107.31B | 7.25% | 99.45% | 11.04 |
| Ares Management Corp. (ARES) | 18.27% | $31.30B | -25.61% | 98.71% | 11.94 |
| Apollo Global Management, Inc. (APO) | 14.98% | $78.55B | -55.94% | 63.13% | 2.76 |
| The Carlyle Group Inc. (CG) | 14.53% | $16.73B | -2.42% | 67.17% | 7.74 |
| TPG, Inc. (TPG) | 4.58% | $5.75B | 23.04% | 95.67% | 6.57 |
| EQT AB (EQT) | 3.90% | $38.52B | 49.20% | 74.68% | 14.77 |
Market data by FactSet
