GL

GHE LLC Portfolio holdings

AUM $302M
1-Year Est. Return 30.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$491K
2 +$451K
3 +$44.9K
4
LOW icon
Lowe's Companies
LOW
+$38.5K
5
PYPL icon
PayPal
PYPL
+$36.9K

Top Sells

1 +$1.58M
2 +$1.24M
3 +$467K
4
WBA
Walgreens Boots Alliance
WBA
+$354K
5
CHGG icon
Chegg
CHGG
+$291K

Sector Composition

1 Technology 48.77%
2 Consumer Discretionary 18.79%
3 Financials 12.54%
4 Consumer Staples 6.4%
5 Energy 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.12%
6,290
52
$112K 0.07%
12,000
53
-22,000
54
-15,928