PFO

Pathstone Family Office Portfolio holdings

AUM $12.8B
1-Year Est. Return 21.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$448K
2
+$441K
3
+$343K
4
VFMO icon
Vanguard US Momentum Factor ETF
VFMO
+$154K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$134K

Top Sells

1
+$19.3M
2
+$8.17M
3
+$1.46M
4
AMZN icon
Amazon
AMZN
+$1.42M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.39M

Sector Composition

1 Financials 37.09%
2 Healthcare 5.27%
3 Consumer Staples 3.04%
4 Industrials 1.88%
5 Technology 1.85%
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