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
$237M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$14.1M
3
+$6.92M
4
HDV
iShares Core High Dividend ETF
HDV
+$3.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.86M

Top Sells

1
+$3.93M
2
+$1.81M
3
+$1.74M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.05M
5
XYL icon
Xylem
XYL
+$747K

Sector Composition

1 Financials 23.76%
2 Consumer Discretionary 10.94%
3 Technology 10.33%
4 Healthcare 4.2%
5 Consumer Staples 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
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