Index Performance
+5.72%
PELA Portfolio
+10.81%
SPY
-0.27%
RWR
Overview
Description
portfolio not index
- Inception Date02/11/2024
- WeightingCustom
- # of holdings7
What's inside?
Holdings
All holdings as of June 1, 2026
CSV download
| Blackstone, Inc. (BX) | 22.13% | $148.51B | 41.84% | 99.17% | 7.52 |
| KKR Group Co., Inc. (KKR) | 21.90% | $90.78B | -10.31% | 40.45% | 10.34 |
| Ares Management Corp. (ARES) | 20.36% | $37.97B | 53.25% | 78.50% | 8.34 |
| Apollo Global Management, Inc. (APO) | 14.28% | $71.85B | 23.31% | 61.23% | 3.05 |
| The Carlyle Group Inc. (CG) | 11.98% | $17.45B | -9.52% | 82.95% | 7.08 |
| EQT AB (EQT) | 4.81% | $40.14B | -16.69% | 76.76% | 16.70 |
| TPG, Inc. (TPG) | 4.54% | $16.76B | 33.56% | 96.91% | 6.08 |
Market data by FactSet
