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GE

General Electric Portfolio holdings

AUM $308M
1-Year Est. Return 40.86%
This Fund
S&P 500
This Quarter Est. Return
-46.52%
1 Year Est. Return
-40.86%
3 Year Est. Return
-56.6%
5 Year Est. Return
-21.02%
10 Year Est. Return
+4.79%
AUM
$308M
AUM Growth
-$347M
Cap. Flow
-$52.4M
Cap. Flow %
-16.98%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

1
BETA
Beta Technologies Inc
BETA
+$52.4M

Sector Composition

1 Industrials 96.86%
2 Consumer Discretionary 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BETA
1
Beta Technologies Inc
BETA
$4.28B
$299M 96.86%
20,310,407
-2,552,467
-11% -$52.4M
HYLN icon
2
Hyliion Holdings
HYLN
$704M
$9.68M 3.14%
5,500,000
– –

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