Index Performance
+9.16%
PELA Portfolio
+3.31%
SPY
+0.95%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of January 6, 2026
CSV download
| Blackstone, Inc. (BX) | 22.94% | $198.40B | 41.36% | 99.47% | 11.19 |
| KKR Group Co., Inc. (KKR) | 22.23% | $116.57B | -2.34% | 41.50% | 11.53 |
| Ares Management Corp. (ARES) | 18.29% | $57.53B | 70.35% | 76.89% | 8.32 |
| The Carlyle Group Inc. (CG) | 14.14% | $23.66B | -87.24% | 33.45% | 8.74 |
| Apollo Global Management, Inc. (APO) | 13.38% | $88.63B | 26.30% | 66.85% | 3.24 |
| TPG, Inc. (TPG) | 4.61% | $26.34B | 43.22% | 96.65% | 6.03 |
| EQT AB (EQT) | 4.40% | $45.71B | 28.19% | N/A | 12.40 |
Market data by FactSet
