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
676
$6.02K ﹤0.01%
+69
677
$6.01K ﹤0.01%
+102
678
$5.99K ﹤0.01%
+110
679
$5.97K ﹤0.01%
+60
680
$5.95K ﹤0.01%
+158
681
$5.9K ﹤0.01%
+136
682
$5.88K ﹤0.01%
+31
683
$5.88K ﹤0.01%
+30
684
$5.87K ﹤0.01%
+310
685
$5.84K ﹤0.01%
+400
686
$5.8K ﹤0.01%
+50
687
$5.58K ﹤0.01%
+39
688
$5.57K ﹤0.01%
+50
689
$5.48K ﹤0.01%
+75
690
$5.44K ﹤0.01%
+274
691
$5.42K ﹤0.01%
+34
692
$5.42K ﹤0.01%
+100
693
$5.34K ﹤0.01%
+108
694
$5.32K ﹤0.01%
+400
695
$5.27K ﹤0.01%
+51
696
$5.23K ﹤0.01%
+145
697
$5.21K ﹤0.01%
+156
698
$5.17K ﹤0.01%
+276
699
$5.16K ﹤0.01%
+112
700
$5.15K ﹤0.01%
+45