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PFO
Pathstone Family Office Portfolio holdings
AUM
$12.8B
1-Year Est. Return
21.02%
This Fund
S&P 500
1 Year Est. Return
+21.02%
AUM
$2.43B
AUM Growth
+$1.51B
(+165%)
Holding
1,408
Top Buys
| 1 | +$363M | |
| 2 | +$172M | |
| 3 | +$150M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$90.5M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$59.6M |
Top Sells
| 1 | +$26M | |
| 2 | +$8.37M | |
| 3 | +$8.29M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.94M |
| 5 |
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% |