PFO

Pioneer Family Office Portfolio holdings

AUM $156M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$21.9M
3
+$13.6M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$13.4M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$12.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.54%
2 Financials 1.24%
3 Consumer Discretionary 0.67%
4 Healthcare 0.64%
5 Communication Services 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLC icon
101
State Street Communication Services Select Sector SPDR ETF
XLC
$25.3B
$28.4K 0.02%
+241
PANW icon
102
Palo Alto Networks
PANW
$197B
$27.6K 0.02%
+150
CVX icon
103
Chevron
CVX
$381B
$27.4K 0.02%
+180
IVES
104
Dan IVES Wedbush AI Revolution ETF
IVES
$1.1B
$26.9K 0.02%
+850
TLT icon
105
iShares 20+ Year Treasury Bond ETF
TLT
$41.8B
$25.9K 0.02%
+297
SOUN icon
106
SoundHound AI
SOUN
$3.64B
$24.9K 0.02%
+2,500
XLV icon
107
State Street Health Care Select Sector SPDR ETF
XLV
$37.4B
$24.6K 0.02%
+159
IEF icon
108
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$23.5K 0.02%
+244
TGT icon
109
Target
TGT
$55.2B
$23.3K 0.02%
+238
GGB icon
110
Gerdau
GGB
$9.05B
$22.8K 0.02%
+6,174
IBDU icon
111
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.72B
$21.3K 0.01%
+910
PYPL icon
112
PayPal
PYPL
$39.2B
$20.8K 0.01%
+356
VPL icon
113
Vanguard FTSE Pacific ETF
VPL
$8.52B
$20.6K 0.01%
+228
EEMA icon
114
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.33B
$20.5K 0.01%
+218
SMOG icon
115
VanEck Low Carbon Energy ETF
SMOG
$148M
$18.8K 0.01%
+145
XLP icon
116
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$18.6K 0.01%
+240
SQQQ icon
117
ProShares UltraPro Short QQQ
SQQQ
$2.55B
$17.8K 0.01%
+260
LULU icon
118
lululemon athletica
LULU
$13.8B
$16.6K 0.01%
+80
IJR icon
119
iShares Core S&P Small-Cap ETF
IJR
$100B
$14.3K 0.01%
+119
AVUV icon
120
Avantis US Small Cap Value ETF
AVUV
$25.8B
$13.8K 0.01%
+135
AVDV icon
121
Avantis International Small Cap Value ETF
AVDV
$19.2B
$13.6K 0.01%
+145
HUM icon
122
Humana
HUM
$36.6B
$13.6K 0.01%
+53
ASTS icon
123
AST SpaceMobile
ASTS
$25B
$13.1K 0.01%
+180
ROKU icon
124
Roku
ROKU
$18.3B
$10.8K 0.01%
+100
XLY icon
125
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.2B
$9.33K 0.01%
+78
2 3 4
5
6