PSFG

Park Square Financial Group Portfolio holdings

AUM $138M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.54%
2 Consumer Discretionary 6.04%
3 Communication Services 4.55%
4 Financials 3.54%
5 Healthcare 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$43K 0.03%
+959
302
$42.7K 0.03%
+1,271
303
$42.6K 0.03%
+194
304
$42.3K 0.03%
+569
305
$41.9K 0.03%
+378
306
$41.8K 0.03%
+700
307
$41.5K 0.03%
+1,239
308
$41.1K 0.03%
+995
309
$41K 0.03%
+341
310
$40.9K 0.03%
+207
311
$40.8K 0.03%
+465
312
$40.7K 0.03%
+450
313
$40.5K 0.03%
+216
314
$40.3K 0.03%
+700
315
$40.2K 0.03%
+4,508
316
$39.6K 0.03%
+1,241
317
$39.3K 0.03%
+426
318
$38.3K 0.03%
+562
319
$38K 0.03%
+557
320
$37.7K 0.03%
+190
321
$37.6K 0.03%
+875
322
$37.6K 0.03%
+139
323
$37.1K 0.03%
+593
324
$37K 0.03%
+176
325
$36.9K 0.03%
+513