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PE

PSG Equity Portfolio holdings

AUM $977M
1-Year Est. Return 13.39%
This Fund
S&P 500
This Quarter Est. Return
-4.49%
1 Year Est. Return
+13.39%
3 Year Est. Return
+8.03%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$571M
AUM Growth
–
Cap. Flow
+$1.52B
Cap. Flow %
266.5%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

1
EVCM icon
EverCommerce
EVCM
+$1.52B

Top Sells

No sells this quarter

Sector Composition

1 Technology 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVCM icon
1
EverCommerce
EVCM
$1.9B
$571M 100%
+85,464,516
New +$1.52B

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