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GSEP
Golden State Equity Partners Portfolio holdings
AUM
$1.32B
1-Year Est. Return
24%
This Fund
S&P 500
1 Year Est. Return
+24%
AUM
$412M
AUM Growth
+$53M
(+15%)
Holding
383
Top Buys
| 1 | +$3.83M | |
| 2 | +$2.98M | |
| 3 | +$1.98M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.86M |
| 5 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
+$1.76M |
Top Sells
| 1 | +$2.46M | |
| 2 | +$2.18M | |
| 3 | +$1.84M | |
| 4 |
Invesco Dividend Achievers ETF
PFM
|
+$1.76M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$1.6M |
Sector Composition
| 1 | Technology | 19.52% |
| 2 | Financials | 8.51% |
| 3 | Consumer Discretionary | 6.31% |
| 4 | Healthcare | 5.94% |
| 5 | Communication Services | 4.31% |