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
326
$36.7K 0.03%
+397
327
$36.2K 0.03%
+312
328
$35.7K 0.02%
+680
329
$35.7K 0.02%
+464
330
$35.1K 0.02%
+1,200
331
$35K 0.02%
+138
332
$34.5K 0.02%
+301
333
$34.1K 0.02%
+2,355
334
$33.9K 0.02%
+600
335
$33.6K 0.02%
+946
336
$33.5K 0.02%
+2,003
337
$33.3K 0.02%
+259
338
$33.1K 0.02%
+438
339
$33K 0.02%
+574
340
$32.8K 0.02%
+661
341
$32.3K 0.02%
+76
342
$32K 0.02%
+346
343
$31.9K 0.02%
+977
344
$31.9K 0.02%
+1,504
345
$31.7K 0.02%
+25
346
$31.7K 0.02%
+578
347
$31.4K 0.02%
+125
348
$31K 0.02%
+88
349
$30.9K 0.02%
+707
350
$30.6K 0.02%
+423