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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
-31.52%
1 Year Est. Return
+13.39%
3 Year Est. Return
+8.03%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$776M
AUM Growth
-$352M
Cap. Flow
+$3.57M
Cap. Flow %
0.46%
Top 10 Hldgs %
100%
Holding
2
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

1
ANET icon
Arista Networks
ANET
+$3.57M

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
$1.91B
$773M 99.61%
85,464,516
– –
ANET icon
2
Arista Networks
ANET
$228B
$3.05M 0.39%
+130,268
New +$3.57M

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