Index Performance
+4.28%
PELA Portfolio
+2.80%
SPY
-2.92%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of May 2, 2024
CSV download
KKR Group Co., Inc. (KKR) | 23.36% | $85.96B | 210.96% | 52.42% | 9.08 |
Blackstone, Inc. (BX) | 22.14% | $85.04B | 4.93% | 98.92% | 11.57 |
Ares Management Corp. (ARES) | 19.09% | $25.57B | 26.76% | 77.74% | 10.24 |
Apollo Global Management, Inc. (APO) | 14.16% | $63.67B | 182.14% | 97.24% | 1.68 |
The Carlyle Group Inc. (CG) | 12.70% | $14.58B | -44.66% | 35.55% | 8.61 |
TPG, Inc. (TPG) | 4.60% | $4.04B | 24.46% | 97.96% | 7.16 |
EQT AB (EQT) | 3.95% | $34.05B | 49.20% | 74.68% | 14.77 |
Market data by FactSet