GL

GHE LLC Portfolio holdings

AUM $223M
1-Year Est. Return 25.29%
This Quarter Est. Return
1 Year Est. Return
+25.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$3.08M
2 +$2.24M
3 +$1.62M
4
ADBE icon
Adobe
ADBE
+$294K
5
MCO icon
Moody's
MCO
+$201K

Top Sells

1 +$242K
2 +$5.83K
3 +$3.51K
4
SPG icon
Simon Property Group
SPG
+$2.63K

Sector Composition

1 Technology 41.47%
2 Financials 18.55%
3 Consumer Discretionary 16.2%
4 Consumer Staples 8.53%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$120K 0.1%
10,000
52
-4,500