PSFG
Park Square Financial Group Portfolio holdings
AUM
$138M
This Quarter Return
-3.31%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
-$18.7M
(-13%)
Cap. Flow
-$12.4M
Cap. Flow
% of AUM
-9.86%
Top 10 Holdings %
Top 10 Hldgs %
37.74%
Holding
1,054
New
98
Increased
160
Reduced
376
Closed
91
Top Buys
| 1 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$597K |
| 2 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
+$550K |
| 3 |
ProShares Short High Yield
SJB
|
+$528K |
| 4 |
McDonald's
MCD
|
+$360K |
| 5 |
Welltower
WELL
|
+$295K |
Top Sells
Sector Composition
| 1 | Technology | 22.87% |
| 2 | Consumer Discretionary | 6.32% |
| 3 | Communication Services | 4.5% |
| 4 | Financials | 3.59% |
| 5 | Healthcare | 3.46% |
