Index Performance
+1.75%
PELA Portfolio
+5.72%
SPY
-1.00%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of June 20, 2025
CSV download
| Blackstone, Inc. (BX) | 22.73% | $167.05B | 6.26% | 99.27% | 10.28 |
| KKR Group Co., Inc. (KKR) | 22.73% | $108.90B | -69.04% | 33.99% | 10.88 |
| Ares Management Corp. (ARES) | 18.18% | $54.13B | 56.52% | 84.92% | 10.04 |
| The Carlyle Group Inc. (CG) | 13.64% | $16.92B | 68.28% | 65.86% | 4.48 |
| Apollo Global Management, Inc. (APO) | 13.64% | $76.88B | -18.73% | 47.38% | 3.64 |
| TPG, Inc. (TPG) | 4.55% | $18.68B | 25.14% | 96.96% | 5.79 |
| EQT AB (EQT) | 4.55% | $33.55B | 28.19% | 79.97% | 12.40 |
Market data by FactSet
