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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
$4.29B
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,028
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$74.7M
3
+$62.8M
4
MSFT icon
Microsoft
MSFT
+$30.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$18.2M

Top Sells

1
+$9.34M
2
+$6.8M
3
+$5.86M
4
AMCR icon
Amcor
AMCR
+$4.86M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$4.42M

Sector Composition

1 Technology 19.52%
2 Consumer Discretionary 10.59%
3 Financials 6.77%
4 Healthcare 3.43%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$337K 0.01%
+2,250
702
$335K 0.01%
14,060
+115
703
$335K 0.01%
30,465
704
$333K 0.01%
2,444
-255
705
$333K 0.01%
1,313
+103
706
$332K 0.01%
23,505
-6,194
707
$332K 0.01%
1,949
+280
708
$332K 0.01%
14,393
+637
709
$330K 0.01%
9,672
+1,851
710
$329K 0.01%
4,500
711
$328K 0.01%
+2,421
712
$328K 0.01%
+9,089
713
$328K 0.01%
8,237
+290
714
$327K 0.01%
1,326
+238
715
$327K 0.01%
5,961
-113
716
$327K 0.01%
+1,221
717
$325K 0.01%
1,539
+21
718
$323K 0.01%
3,847
-2,368
719
$323K 0.01%
4,068
+38
720
$322K 0.01%
484
-7
721
$321K 0.01%
+5,683
722
$320K 0.01%
3,823
-1,284
723
$319K 0.01%
5,000
+100
724
$319K 0.01%
1,413
-54
725
$319K 0.01%
1,289
27 28
29
30 31