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
376
$25.5K 0.02%
+556
377
$25.5K 0.02%
+15
378
$25.5K 0.02%
+589
379
$25.5K 0.02%
+571
380
$25.4K 0.02%
+615
381
$25.4K 0.02%
+535
382
$25.3K 0.02%
+493
383
$25.3K 0.02%
+544
384
$25.3K 0.02%
+517
385
$25.3K 0.02%
+210
386
$25.3K 0.02%
+553
387
$25.2K 0.02%
+527
388
$25.1K 0.02%
+148
389
$25K 0.02%
+103
390
$25K 0.02%
+250
391
$25K 0.02%
+435
392
$24.9K 0.02%
+584
393
$24.2K 0.02%
+751
394
$24.1K 0.02%
+282
395
$23.9K 0.02%
+259
396
$23.8K 0.02%
+687
397
$23K 0.02%
+1,298
398
$22.9K 0.02%
+300
399
$22.9K 0.02%
+650
400
$22.8K 0.02%
+449