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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
$919M
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,084
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$13.6M
3
+$8.37M
4
RY icon
Royal Bank of Canada
RY
+$5.43M
5
LORL
Loral Space and Communications, Inc.
LORL
+$2.61M

Top Sells

1
+$17.6M
2
+$6.56M
3
+$5.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.75M
5
LOW icon
Lowe's Companies
LOW
+$2.88M

Sector Composition

1 Technology 14.41%
2 Consumer Discretionary 8.23%
3 Financials 7.7%
4 Communication Services 3.69%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
116
-7
752
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17
753
$1K ﹤0.01%
12
754
– –
0
755
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6
-6
756
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4
757
$1K ﹤0.01%
45
-45
758
$1K ﹤0.01%
12
759
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760
$1K ﹤0.01%
15
761
$1K ﹤0.01%
6
762
$1K ﹤0.01%
45
-45
763
$1K ﹤0.01%
200
764
$1K ﹤0.01%
12
765
$1K ﹤0.01%
101
766
$1K ﹤0.01%
+75
767
$1K ﹤0.01%
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-62
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$1K ﹤0.01%
23
769
$1K ﹤0.01%
73
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770
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-90
771
$1K ﹤0.01%
13
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$1K ﹤0.01%
91
773
$1K ﹤0.01%
12
774
$1K ﹤0.01%
23
-23
775
$1K ﹤0.01%
+60
29 30
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