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
601
$9.1K 0.01%
+50
602
$9.08K 0.01%
+139
603
$9.07K 0.01%
+2,296
604
$9.06K 0.01%
+41
605
$9.06K 0.01%
+75
606
$9.05K 0.01%
+323
607
$9.03K 0.01%
+253
608
$8.98K 0.01%
+500
609
$8.79K 0.01%
+49
610
$8.66K 0.01%
+134
611
$8.66K 0.01%
+256
612
$8.58K 0.01%
+209
613
$8.53K 0.01%
+444
614
$8.53K 0.01%
+91
615
$8.52K 0.01%
+66
616
$8.49K 0.01%
+294
617
$8.48K 0.01%
+47
618
$8.43K 0.01%
+87
619
$8.41K 0.01%
+100
620
$8.41K 0.01%
+300
621
$8.4K 0.01%
+1,000
622
$8.39K 0.01%
+40
623
$8.34K 0.01%
+256
624
$8.3K 0.01%
+585
625
$8.29K 0.01%
+193