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
551
$12.1K 0.01%
+152
552
$12K 0.01%
+40
553
$11.8K 0.01%
+130
554
$11.8K 0.01%
+200
555
$11.7K 0.01%
+196
556
$11.7K 0.01%
+124
557
$11.6K 0.01%
+106
558
$11.6K 0.01%
+902
559
$11.6K 0.01%
+100
560
$11.5K 0.01%
+115
561
$11.5K 0.01%
+216
562
$11.4K 0.01%
+99
563
$11.3K 0.01%
+220
564
$11.1K 0.01%
+352
565
$11.1K 0.01%
+420
566
$11.1K 0.01%
+433
567
$11K 0.01%
+21
568
$10.9K 0.01%
+892
569
$10.9K 0.01%
+44
570
$10.7K 0.01%
+112
571
$10.6K 0.01%
+211
572
$10.6K 0.01%
+76
573
$10.6K 0.01%
+1,000
574
$10.5K 0.01%
+376
575
$10.4K 0.01%
+265