Index Performance
-30.14%
PELA Portfolio
-4.14%
SPY
+5.05%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of April 7, 2026
CSV download
| Blackstone, Inc. (BX) | 23.36% | $137.79B | 9.60% | 98.66% | 10.54 |
| KKR Group Co., Inc. (KKR) | 23.08% | $80.90B | -10.31% | 40.45% | 10.34 |
| Ares Management Corp. (ARES) | 17.88% | $33.69B | 53.25% | 78.50% | 8.34 |
| The Carlyle Group Inc. (CG) | 13.69% | $16.98B | -9.52% | 82.95% | 7.08 |
| Apollo Global Management, Inc. (APO) | 12.92% | $60.92B | 23.31% | 61.23% | 3.05 |
| EQT AB (EQT) | 4.74% | $35.40B | -16.69% | 76.76% | 16.70 |
| TPG, Inc. (TPG) | 4.34% | $14.59B | 33.56% | 96.91% | 6.08 |
Market data by FactSet
