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
501
$14.8K 0.01%
+100
502
$14.7K 0.01%
+116
503
$14.6K 0.01%
+674
504
$14.6K 0.01%
+619
505
$14.5K 0.01%
+589
506
$14.5K 0.01%
+50
507
$14.5K 0.01%
+791
508
$14.5K 0.01%
+151
509
$14.4K 0.01%
+600
510
$14.3K 0.01%
+271
511
$14.3K 0.01%
+274
512
$14.3K 0.01%
+264
513
$14.3K 0.01%
+54
514
$14.3K 0.01%
+336
515
$14.2K 0.01%
+250
516
$14.1K 0.01%
+61
517
$14.1K 0.01%
+180
518
$13.8K 0.01%
+123
519
$13.7K 0.01%
+61
520
$13.7K 0.01%
+378
521
$13.6K 0.01%
+678
522
$13.4K 0.01%
+258
523
$13.4K 0.01%
+686
524
$13.4K 0.01%
+106
525
$13.2K 0.01%
+46