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 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
IBB icon
126
iShares Biotechnology ETF
IBB
$7.85B
$9.29K 0.01%
+55
IGM icon
127
iShares Expanded Tech Sector ETF
IGM
$10.3B
$9.13K 0.01%
+71
XLU icon
128
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$8.79K 0.01%
+206
GPRO icon
129
GoPro
GPRO
$190M
$8.67K 0.01%
+6,150
ORMP icon
130
Oramed Pharmaceuticals
ORMP
$188M
$8.55K 0.01%
+3,000
IEUR icon
131
iShares Core MSCI Europe ETF
IEUR
$8.58B
$7.24K ﹤0.01%
+102
GEHC icon
132
GE HealthCare
GEHC
$27.6B
$5.74K ﹤0.01%
+70
EFV icon
133
iShares MSCI EAFE Value ETF
EFV
$29.8B
$3.57K ﹤0.01%
+50
NIO icon
134
NIO
NIO
$15.3B
$1.78K ﹤0.01%
+350
LCID icon
135
Lucid Motors
LCID
$2.36B
$529 ﹤0.01%
+50
INO icon
136
Inovio Pharmaceuticals
INO
$107M
$506 ﹤0.01%
+291