Index Performance
-5.51%
PELA Portfolio
+3.99%
SPY
-1.03%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of December 12, 2025
CSV download
| KKR Group Co., Inc. (KKR) | 22.75% | $121.71B | -2.34% | 41.50% | 11.53 |
| Blackstone, Inc. (BX) | 20.14% | $184.41B | 41.36% | 99.47% | 11.19 |
| Ares Management Corp. (ARES) | 18.93% | $56.80B | 70.35% | 76.89% | 8.32 |
| Apollo Global Management, Inc. (APO) | 15.26% | $85.93B | 26.30% | 66.85% | 3.24 |
| The Carlyle Group Inc. (CG) | 12.81% | $21.03B | -87.24% | 33.45% | 8.74 |
| TPG, Inc. (TPG) | 5.22% | $25.29B | 43.22% | 96.65% | 6.03 |
| EQT AB (EQT) | 4.89% | $42.17B | 28.19% | 79.97% | 12.40 |
Market data by FactSet
