Index Performance
+14.51%
PELA Portfolio
+3.36%
SPY
+4.01%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of August 21, 2026
CSV download
| Blackstone, Inc. (BX) | 23.64% | $178.05B | 33.19% | 99.60% | 7.48 |
| KKR Group Co., Inc. (KKR) | 22.55% | $96.35B | 20.36% | 47.98% | 7.34 |
| Ares Management Corp. (ARES) | 18.32% | $46.65B | 12.55% | 82.35% | 6.33 |
| The Carlyle Group Inc. (CG) | 13.39% | $17.59B | -43.91% | 75.94% | 8.50 |
| Apollo Global Management, Inc. (APO) | 11.86% | $78.36B | 62.66% | 64.53% | 2.20 |
| EQT AB (EQT) | 5.13% | $41.53B | -16.69% | 76.76% | 16.70 |
| TPG, Inc. (TPG) | 5.12% | $20.15B | 99.01% | 97.75% | 3.99 |
Market data by FactSet
