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%