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
476
$16.6K 0.01%
+49
477
$16.6K 0.01%
+803
478
$16.5K 0.01%
+3,924
479
$16.4K 0.01%
+56
480
$16.3K 0.01%
+1,286
481
$16.3K 0.01%
+322
482
$16K 0.01%
+5
483
$16K 0.01%
+316
484
$15.9K 0.01%
+23
485
$15.9K 0.01%
+322
486
$15.6K 0.01%
+123
487
$15.6K 0.01%
+175
488
$15.5K 0.01%
+276
489
$15.5K 0.01%
+42
490
$15.5K 0.01%
+80
491
$15.5K 0.01%
+83
492
$15.5K 0.01%
+400
493
$15.4K 0.01%
+201
494
$15.4K 0.01%
+38
495
$15.3K 0.01%
+90
496
$15K 0.01%
+607
497
$15K 0.01%
+4,880
498
$14.9K 0.01%
+312
499
$14.9K 0.01%
+100
500
$14.8K 0.01%
+175