PFO

Pathstone Family Office Portfolio holdings

AUM $12.8B
1-Year Est. Return 21.1%
This Quarter Est. Return
1 Year Est. Return
+21.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$57.5M
2 +$3.17M
3 +$2.27M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$2.22M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.67M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 7.19%
2 Technology 2.68%
3 Materials 2.3%
4 Industrials 1.67%
5 Energy 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
0
377
$0 ﹤0.01%
+47
378
$0 ﹤0.01%
+70
379
0
380
$0 ﹤0.01%
+2
381
0