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
576
$10.4K 0.01%
+282
577
$10.3K 0.01%
+125
578
$10.3K 0.01%
+53
579
$10.3K 0.01%
+592
580
$10.2K 0.01%
+125
581
$10.2K 0.01%
+280
582
$10.2K 0.01%
+52
583
$10.1K 0.01%
+400
584
$10K 0.01%
+1,000
585
$9.96K 0.01%
+27
586
$9.94K 0.01%
+241
587
$9.84K 0.01%
+206
588
$9.84K 0.01%
+398
589
$9.81K 0.01%
+173
590
$9.62K 0.01%
+563
591
$9.57K 0.01%
+100
592
$9.56K 0.01%
+136
593
$9.54K 0.01%
+742
594
$9.52K 0.01%
+46
595
$9.5K 0.01%
+135
596
$9.4K 0.01%
+1,666
597
$9.34K 0.01%
+65
598
$9.24K 0.01%
+43
599
$9.12K 0.01%
+740
600
$9.11K 0.01%
+94