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
526
$13.2K 0.01%
+32
527
$13.2K 0.01%
+300
528
$13.2K 0.01%
+160
529
$13.1K 0.01%
+300
530
$13.1K 0.01%
+553
531
$13.1K 0.01%
+100
532
$13K 0.01%
+73
533
$13K 0.01%
+61
534
$12.9K 0.01%
+75
535
$12.8K 0.01%
+813
536
$12.8K 0.01%
+2,425
537
$12.7K 0.01%
+170
538
$12.7K 0.01%
+312
539
$12.7K 0.01%
+245
540
$12.6K 0.01%
+38
541
$12.6K 0.01%
+62
542
$12.5K 0.01%
+265
543
$12.4K 0.01%
+50
544
$12.4K 0.01%
+98
545
$12.3K 0.01%
+127
546
$12.2K 0.01%
+55
547
$12.2K 0.01%
+100
548
$12.1K 0.01%
+493
549
$12.1K 0.01%
+94
550
$12.1K 0.01%
+232