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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
+20.91%
1 Year Est. Return
+13.39%
3 Year Est. Return
+8.03%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$934M
AUM Growth
+$158M
Cap. Flow
-$3.05M
Cap. Flow %
-0.33%
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
1

Top Buys

No buys this quarter

Top Sells

1
ANET icon
Arista Networks
ANET
+$3.05M

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
$934M 100%
85,464,516
– –
ANET icon
2
Arista Networks
ANET
$228B
– –
-130,268
Closed -$3.05M

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