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
451
$18.7K 0.01%
+250
452
$18.6K 0.01%
+200
453
$18.6K 0.01%
+489
454
$18.5K 0.01%
+84
455
$18.4K 0.01%
+961
456
$18.4K 0.01%
+199
457
$18.3K 0.01%
+200
458
$18.2K 0.01%
+339
459
$18.2K 0.01%
+1,037
460
$18.2K 0.01%
+196
461
$18.2K 0.01%
+64
462
$18.1K 0.01%
+80
463
$18.1K 0.01%
+200
464
$18.1K 0.01%
+295
465
$18K 0.01%
+394
466
$18K 0.01%
+154
467
$17.9K 0.01%
+319
468
$17.9K 0.01%
+200
469
$17.7K 0.01%
+200
470
$17.4K 0.01%
+139
471
$17.3K 0.01%
+77
472
$17.1K 0.01%
+129
473
$17.1K 0.01%
+102
474
$17K 0.01%
+294
475
$17K 0.01%
+40