GSEP

Golden State Equity Partners Portfolio holdings

AUM $593M
1-Year Est. Return 22.77%
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.78%
2 Financials 8.3%
3 Consumer Discretionary 5.48%
4 Industrials 5.24%
5 Healthcare 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$18K ﹤0.01%
+442