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
951
$39 ﹤0.01%
+33
952
$34 ﹤0.01%
+8
953
$23 ﹤0.01%
+1
954
0
955
$13 ﹤0.01%
+1
956
$7 ﹤0.01%
+3