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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
876
$9K ﹤0.01%
267
877
$9K ﹤0.01%
+308
878
$9K ﹤0.01%
97
879
$9K ﹤0.01%
+75
880
$9K ﹤0.01%
+300
881
$9K ﹤0.01%
+1,800
882
$9K ﹤0.01%
704
883
$9K ﹤0.01%
+4,600
884
$9K ﹤0.01%
100
885
$9K ﹤0.01%
+275
886
$8K ﹤0.01%
167
+148
887
$8K ﹤0.01%
+500
888
$8K ﹤0.01%
79
+37
889
$8K ﹤0.01%
+95
890
$8K ﹤0.01%
+382
891
$8K ﹤0.01%
1,600
892
$8K ﹤0.01%
+198
893
$8K ﹤0.01%
+750
894
$8K ﹤0.01%
314
895
$8K ﹤0.01%
+29
896
$8K ﹤0.01%
200
897
$8K ﹤0.01%
219
898
$8K ﹤0.01%
+280
899
$8K ﹤0.01%
100
900
$8K ﹤0.01%
+2
34 35
36
37 38