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
351
$30.5K 0.02%
+852
352
$30.5K 0.02%
+313
353
$30.1K 0.02%
+269
354
$30K 0.02%
+183
355
$29.9K 0.02%
+399
356
$29.6K 0.02%
+800
357
$29.1K 0.02%
+500
358
$29.1K 0.02%
+338
359
$28.8K 0.02%
+1,379
360
$28.5K 0.02%
+121
361
$28.3K 0.02%
+1,114
362
$28.2K 0.02%
+477
363
$27.6K 0.02%
+150
364
$27.6K 0.02%
+404
365
$27.5K 0.02%
+134
366
$27.5K 0.02%
+120
367
$27K 0.02%
+501
368
$26.8K 0.02%
+1,600
369
$26.5K 0.02%
+78
370
$26.4K 0.02%
+221
371
$26.3K 0.02%
+261
372
$26.3K 0.02%
+200
373
$26.2K 0.02%
+450
374
$26K 0.02%
+459
375
$25.5K 0.02%
+513