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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
$848M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$8.24M
3
+$4.03M
4
AAPL icon
Apple
AAPL
+$3.4M
5
CARG icon
CarGurus
CARG
+$2.58M

Top Sells

1
+$3.89M
2
+$2.15M
3
+$2.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.58M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.53M

Sector Composition

1 Financials 24.85%
2 Technology 11.23%
3 Consumer Discretionary 9.7%
4 Communication Services 3.67%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
19
577
$3K ﹤0.01%
72
578
$3K ﹤0.01%
321
579
$3K ﹤0.01%
+2,677
580
$3K ﹤0.01%
137
-258
581
$3K ﹤0.01%
+244
582
$2K ﹤0.01%
31
583
$2K ﹤0.01%
6
584
$2K ﹤0.01%
107
+40
585
$2K ﹤0.01%
46
-65
586
$2K ﹤0.01%
45
-2,000
587
$2K ﹤0.01%
24
588
$2K ﹤0.01%
+129
589
$2K ﹤0.01%
63
590
$2K ﹤0.01%
+166
591
$2K ﹤0.01%
106
592
$2K ﹤0.01%
44
593
$2K ﹤0.01%
+22
594
$2K ﹤0.01%
123
595
$2K ﹤0.01%
4
596
$2K ﹤0.01%
11
597
$2K ﹤0.01%
200
598
$2K ﹤0.01%
+1,000
599
$2K ﹤0.01%
32
600
$2K ﹤0.01%
30
22 23
24
25 26