Index Performance
+13.19%
PELA Portfolio
+7.28%
SPY
+10.81%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| Blackstone, Inc. (BX) | 23.32% | $100.06B | 13.12% | 98.91% | 10.89 |
| KKR Group Co., Inc. (KKR) | 22.20% | $104.88B | 168.20% | 23.49% | 7.14 |
| Ares Management Corp. (ARES) | 18.33% | $28.43B | -8.88% | 101.16% | 10.94 |
| The Carlyle Group Inc. (CG) | 14.40% | $16.67B | -17.52% | 83.19% | 8.18 |
| Apollo Global Management, Inc. (APO) | 12.69% | $69.23B | 30.06% | 72.12% | 2.04 |
| TPG, Inc. (TPG) | 4.89% | $4.52B | 28.80% | 96.01% | 7.39 |
| EQT AB (EQT) | 4.17% | $38.13B | 49.20% | 74.68% | 14.77 |
Market data by FactSet
