CNBC / UNUSUAL WHALES FLOW ANALYSIS

Family Office Public Equity Rotation Engine

Interactive allocation matrix modeling institutional family offices rotating out of cash reserves and illiquid holdings into public equities. “Family offices are making bullish bets on the stock market,” per CNBC via @unusual_whales.

Macro Presets:
Net Public Equity Target 📈
42.0%
+20.0% vs Baseline ($105.0M)
Portfolio Beta (to S&P 500) ⚡
0.78
+0.22 vs Conservative Core
Estimated 30-Day Liquidity Buffer 💧
$54.0M (21.6%)
-$36.0M allocated to risk
Upside Capture / Shock Stress 🛡️
-7.8%
Est. Drawdown on -10% S&P Shock

Asset Allocation Matrix

Total: 100%
Public Equities 42% • $105.0M
Cash & Short-Duration Fixed Income 12% • $30.0M
Private Equity & Venture Capital 30% • $75.0M
Real Estate & Physical Infrastructure 8% • $20.0M
Hedge Funds & Liquid Alternatives 8% • $20.0M
Public Equity Deployment Slices 100%
Mega-Cap AI & Tech Champions 40% • $42.0M
Broad Market Indexes (S&P 500 / Global) 35% • $36.8M
Small-Cap Cyclicals & Value 15% • $15.8M
Long Call Options & Convexity Overlays 10% • $10.5M
Portfolio Balance Status Aligned (100%)

Institutional Capital Migration Flow

Dry Powder Rotation → Equity Thematic Buckets

Capital Rebalancing Execution Orders

Net Liquidity Flows across Core Asset Classes
Asset Category Baseline % Target % Baseline ($M) Target ($M) Net Rebalancing Action Liquidity Category