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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
$844M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$8.61M
3
+$3.27M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.07M
5
LOW icon
Lowe's Companies
LOW
+$1.37M

Top Sells

1
+$11.1M
2
+$8.18M
3
+$7.89M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.24M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.24M

Sector Composition

1 Technology 12.92%
2 Consumer Discretionary 7.96%
3 Financials 6.16%
4 Energy 4.65%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
119
-150
627
$2K ﹤0.01%
+180
628
$2K ﹤0.01%
+32
629
$2K ﹤0.01%
181
+178
630
$2K ﹤0.01%
+8
631
$2K ﹤0.01%
31
632
$2K ﹤0.01%
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633
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+14
634
$2K ﹤0.01%
25
635
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+48
636
$2K ﹤0.01%
+140
637
$2K ﹤0.01%
25
638
$2K ﹤0.01%
46
639
$2K ﹤0.01%
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640
$2K ﹤0.01%
33
641
$2K ﹤0.01%
45
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644
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645
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646
$2K ﹤0.01%
28
-235
647
$2K ﹤0.01%
35
-232
648
$2K ﹤0.01%
44
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649
$2K ﹤0.01%
+18
650
$2K ﹤0.01%
+78
24 25
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27 28