GSEP
Golden State Equity Partners Portfolio holdings
AUM
$540M
This Quarter Return
-3.21%
1 Year Return
+21.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$359M
AUM Growth
+$359M
(+0.88%)
Cap. Flow
+$14.5M
Cap. Flow
% of AUM
4.05%
Top 10 Holdings %
Top 10 Hldgs %
23.48%
Holding
415
New
35
Increased
192
Reduced
90
Closed
80
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 18.66% |
| 2 | Financials | 8.06% |
| 3 | Healthcare | 6.5% |
| 4 | Consumer Discretionary | 5.81% |
| 5 | Communication Services | 4.63% |
