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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
826
$12K ﹤0.01%
+500
827
$12K ﹤0.01%
+160
828
$12K ﹤0.01%
+61
829
$12K ﹤0.01%
70
830
$12K ﹤0.01%
+400
831
$12K ﹤0.01%
562
-16,132
832
$12K ﹤0.01%
230
+184
833
$12K ﹤0.01%
1,000
-2,443
834
$12K ﹤0.01%
93
835
$12K ﹤0.01%
+40
836
$12K ﹤0.01%
1,500
837
$12K ﹤0.01%
+2,175
838
$12K ﹤0.01%
+80
839
$12K ﹤0.01%
+182
840
$12K ﹤0.01%
+304
841
$12K ﹤0.01%
70
842
$12K ﹤0.01%
+67
843
$12K ﹤0.01%
+121
844
$12K ﹤0.01%
278
845
$12K ﹤0.01%
+94
846
$12K ﹤0.01%
+31
847
$11K ﹤0.01%
+250
848
$11K ﹤0.01%
+164
849
$11K ﹤0.01%
335
+326
850
$11K ﹤0.01%
+266
32 33
34
35 36