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
401
$22.7K 0.02%
+284
402
$22.5K 0.02%
+285
403
$22.5K 0.02%
+561
404
$22.4K 0.02%
+150
405
$22.2K 0.02%
+209
406
$22.2K 0.02%
+300
407
$22.2K 0.02%
+521
408
$21.9K 0.02%
+375
409
$21.7K 0.02%
+1,136
410
$21.6K 0.01%
+201
411
$21.6K 0.01%
+150
412
$21.6K 0.01%
+90
413
$21.4K 0.01%
+73
414
$21K 0.01%
+437
415
$21K 0.01%
+160
416
$20.9K 0.01%
+206
417
$20.8K 0.01%
+1,700
418
$20.7K 0.01%
+117
419
$20.7K 0.01%
+100
420
$20.6K 0.01%
+97
421
$20.6K 0.01%
+283
422
$20.6K 0.01%
+122
423
$20.5K 0.01%
+300
424
$20.5K 0.01%
+57
425
$20.4K 0.01%
+223