Index Performance
+4.08%
PELA Portfolio
+4.74%
SPY
-1.83%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of September 10, 2026
CSV download
| KKR Group Co., Inc. (KKR) | 23.04% | $90.56B | 20.36% | 47.98% | 7.34 |
| Blackstone, Inc. (BX) | 22.68% | $155.74B | 33.19% | 99.60% | 7.48 |
| Ares Management Corp. (ARES) | 18.58% | $43.14B | 12.55% | 82.35% | 6.33 |
| The Carlyle Group Inc. (CG) | 12.90% | $15.35B | -43.91% | 75.94% | 8.50 |
| Apollo Global Management, Inc. (APO) | 12.59% | $75.54B | 62.66% | 64.53% | 2.20 |
| EQT AB (EQT) | 5.12% | $37.93B | -16.69% | 76.76% | 16.70 |
| TPG, Inc. (TPG) | 5.09% | $18.05B | 99.01% | 97.75% | 3.99 |
Market data by FactSet
