Index Performance
-6.61%
PELA Portfolio
+5.73%
SPY
+1.63%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of December 5, 2025
CSV download
| KKR Group Co., Inc. (KKR) | 22.40% | $115.31B | -2.34% | 41.50% | 11.53 |
| Blackstone, Inc. (BX) | 21.06% | $184.67B | 41.36% | 99.47% | 11.19 |
| Ares Management Corp. (ARES) | 18.74% | $53.30B | 70.35% | 76.89% | 8.32 |
| Apollo Global Management, Inc. (APO) | 14.80% | $79.37B | 26.30% | 66.85% | 3.24 |
| The Carlyle Group Inc. (CG) | 13.03% | $20.29B | -87.24% | 33.45% | 8.74 |
| TPG, Inc. (TPG) | 5.01% | $23.00B | 43.22% | 96.65% | 6.03 |
| EQT AB (EQT) | 4.97% | $40.52B | 28.19% | 79.97% | 12.40 |
Market data by FactSet
