Strategy

Asset Managers

-19%

By Grow

1 Year Historical Return

Asset managers and financial data providers sit at the intersection of capital allocation, indexing, and market infrastructure. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.

Blackrock, Inc.

17%

Apollo Global Management

17%

S&P Global

17%

Goldman Sachs

17%

Fundrise Innovation Fund

17%

High Income

17%

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