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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
776
– –
0
777
$280K 0.01%
3,080
-329
778
$278K 0.01%
+10,878
779
$278K 0.01%
+131
780
$277K 0.01%
149
781
$277K 0.01%
+14,788
782
$276K 0.01%
7,890
+180
783
$274K 0.01%
1,232
+242
784
$273K 0.01%
3,751
-18
785
$272K 0.01%
6,033
+25
786
$272K 0.01%
2,214
-21
787
$272K 0.01%
+3,188
788
$272K 0.01%
+1,840
789
$270K 0.01%
5,821
790
$268K 0.01%
+2,872
791
$268K 0.01%
1,007
-458
792
$267K 0.01%
1,481
-7
793
$265K 0.01%
1,058
-301
794
$264K 0.01%
2,772
-8
795
$264K 0.01%
30,000
796
$264K 0.01%
1,118
-62
797
$263K 0.01%
+2,559
798
$262K 0.01%
+13,247
799
$260K 0.01%
+4,205
800
$260K 0.01%
3,283
-1,084
30 31
32
33 34