PSFG
Park Square Financial Group Portfolio holdings
AUM
$138M
This Quarter Return
+3.43%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
–
Cap. Flow
+$145M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.29%
Holding
956
New
955
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
+$16.4M |
| 2 |
Apple
AAPL
|
+$7.15M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.02M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$4.77M |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$4.75M |
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% |
