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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
$2.43B
AUM Growth
+$1.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,408
New
Increased
Reduced
Closed

Top Buys

1
+$363M
2
+$172M
3
+$150M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$90.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$59.6M

Top Sells

1
+$26M
2
+$8.37M
3
+$8.29M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.94M
5
CARG icon
CarGurus
CARG
+$1.26M

Sector Composition

1 Technology 8.03%
2 Financials 5.44%
3 Consumer Discretionary 4.45%
4 Energy 1.31%
5 Healthcare 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$18K ﹤0.01%
+1,582
727
$17K ﹤0.01%
1,561
728
$17K ﹤0.01%
107
-43
729
$17K ﹤0.01%
+784
730
$17K ﹤0.01%
757
731
$17K ﹤0.01%
+2,453
732
$17K ﹤0.01%
+233
733
$17K ﹤0.01%
407
734
$17K ﹤0.01%
+60
735
$17K ﹤0.01%
1,155
+613
736
$17K ﹤0.01%
+255
737
$17K ﹤0.01%
+1,037
738
$17K ﹤0.01%
300
739
$17K ﹤0.01%
9
+6
740
$17K ﹤0.01%
1,000
741
$17K ﹤0.01%
76
-1,202
742
$17K ﹤0.01%
156
743
$17K ﹤0.01%
149
+96
744
$17K ﹤0.01%
+250
745
$17K ﹤0.01%
+52
746
$17K ﹤0.01%
+122
747
$16K ﹤0.01%
208
+203
748
$16K ﹤0.01%
200
-100
749
$16K ﹤0.01%
1,068
+998
750
$16K ﹤0.01%
+198
28 29
30
31 32