Family Office Portfolio Shift
CNBC Q2 Tracker
Single family offices boosted public equities to 37% while trimming real estate and private markets.
Equities Q2
37.0%
RE Shift
-3.0%
Private Mkts
-3.0%
Model Total
100.0%
Allocation Distribution & Target Rings
Q2 Reported
Q1 Baseline
Growth Tilt
Preservation
Proportional Rebalancing
Auto-normalizes to 100%
Quarter-over-Quarter Capital Flow Analysis
Portfolio AUM ($M):
Asset Class
Q1 '24 Base
Q2 '24 Rep
Current Model
Δ vs Q1
Δ vs Q2
Implied Value ($M)
Data Source:
CNBC Family Office Portfolio Tracker (Q2 2024 Survey). Proportional reallocation constraint enforced.
Export Model CSV
Export Briefing PNG
Enjoy this tool? Build your own with Super