PFO
Pioneer Family Office Portfolio holdings
AUM
$156M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$156M
AUM Growth
+$7.67M
(+5.2%)
Holding
143
Top Buys
| 1 | +$12.1M | |
| 2 | +$10.2M | |
| 3 | +$7.89M | |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$6.38M |
| 5 |
Global X Defense Tech ETF
SHLD
|
+$2.24M |
Top Sells
| 1 | +$15.1M | |
| 2 | +$13.5M | |
| 3 | +$3.71M | |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$3.31M |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$2.23M |
Sector Composition
| 1 | Technology | 0.98% |
| 2 | Financials | 0.75% |
| 3 | Consumer Discretionary | 0.44% |
| 4 | Consumer Staples | 0.38% |
| 5 | Communication Services | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Chewy
CHWY
$8.87B
| – | – |
-1,200
|
|
||
127
GE Aerospace
GE
$294B
| – | – |
-212
|
|
||
128
GE HealthCare
GEHC
$27.6B
| – | – |
-70
|
|
||
129
Gerdau
GGB
$9.05B
| – | – |
-6,174
|
|
||
130
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.78B
| – | – |
-2,600
|
|
||
131
Humana
HUM
$36.6B
| – | – |
-53
|
|
||
132
Intel
INTC
$547B
| – | – |
-850
|
|
||
133
Amplify BlueStar Israel Technology ETF
ITEQ
$114M
| – | – |
-4,400
|
|
||
134
Coca-Cola
KO
$348B
| – | – |
-450
|
|
||
135
KraneShares CSI China Internet ETF
KWEB
$6.31B
| – | – |
-1,160
|
|
||
|
LOMA
136
Loma Negra
LOMA
$1.21B
| – | – |
-2,350
|
|
||
137
lululemon athletica
LULU
$13.8B
| – | – |
-80
|
|
||
138
Rocket Companies
RKT
$37.8B
| – | – |
-3,630
|
|
||
139
Roku
ROKU
$18.3B
| – | – |
-100
|
|
||
140
State Street SPDR Dow Jones International Real Estate ETF
RWX
$263M
| – | – |
-2,575
|
|
||
141
Target
TGT
$55.2B
| – | – |
-238
|
|
||
142
Tesla
TSLA
$1.59T
| – | – |
-200
|
|
||
143
GE Vernova
GEV
$282B
| – | – |
-53
|
|