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
$216M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$86.1K
3 +$80.2K
4
XYZ
Block Inc
XYZ
+$76K
5
PYPL icon
PayPal
PYPL
+$56.7K

Top Sells

1 +$547K
2 +$126K
3 +$24.5K
4
CHGG icon
Chegg
CHGG
+$16.1K
5
BBY icon
Best Buy
BBY
+$984

Sector Composition

1 Technology 57.42%
2 Financials 13.17%
3 Consumer Discretionary 12.31%
4 Consumer Staples 5.31%
5 Energy 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$134K 0.06%
17,725
-2,133
52
$112K 0.05%
12,000