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
426
$20.4K 0.01%
+101
427
$20.4K 0.01%
+120
428
$20.2K 0.01%
+600
429
$20.1K 0.01%
+435
430
$19.9K 0.01%
+150
431
$19.8K 0.01%
+2,040
432
$19.8K 0.01%
+542
433
$19.8K 0.01%
+190
434
$19.8K 0.01%
+223
435
$19.7K 0.01%
+315
436
$19.7K 0.01%
+336
437
$19.6K 0.01%
+110
438
$19.6K 0.01%
+761
439
$19.5K 0.01%
+380
440
$19.5K 0.01%
+366
441
$19.5K 0.01%
+241
442
$19.5K 0.01%
+3,839
443
$19.3K 0.01%
+215
444
$19.2K 0.01%
+466
445
$19.1K 0.01%
+758
446
$19.1K 0.01%
+550
447
$19K 0.01%
+1,149
448
$19K 0.01%
+400
449
$19K 0.01%
+404
450
$18.7K 0.01%
+150