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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
+11.91%
1 Year Est. Return
+13.39%
3 Year Est. Return
+8.03%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.01B
AUM Growth
+$108M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

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
$1.92B
$1.01B 100%
85,464,516
– –

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