Index Performance
-31.46%
PELA Portfolio
-2.42%
SPY
+5.34%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of March 13, 2026
CSV download
| Blackstone, Inc. (BX) | 23.40% | $141.23B | 9.60% | 98.66% | 10.54 |
| KKR Group Co., Inc. (KKR) | 21.66% | $81.42B | -10.31% | 40.45% | 10.34 |
| Ares Management Corp. (ARES) | 16.25% | $38.56B | 53.25% | 78.50% | 8.34 |
| The Carlyle Group Inc. (CG) | 15.21% | $18.66B | -9.52% | 82.95% | 7.08 |
| Apollo Global Management, Inc. (APO) | 14.14% | $64.32B | 23.31% | 61.23% | 3.05 |
| EQT AB (EQT) | 5.17% | $36.76B | -3.97% | 79.83% | 15.34 |
| TPG, Inc. (TPG) | 4.17% | $17.27B | 33.56% | 96.91% | 6.08 |
Market data by FactSet
