PSFG

Prairie Sky Financial Group Portfolio holdings

AUM $182M
1-Year Est. Return 13.73%
This Quarter Est. Return
1 Year Est. Return
+13.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$422K
2
+$389K
3
+$252K
4
V icon
Visa
V
+$237K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$235K

Top Sells

1
+$551K
2
+$392K
3
+$246K
4
EQNR icon
Equinor
EQNR
+$211K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$169K

Sector Composition

1 Healthcare 24.56%
2 Technology 16.81%
3 Financials 8.13%
4 Consumer Discretionary 6.97%
5 Communication Services 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$881K 0.53%
6,920
27
$811K 0.49%
2,875
+12
28
$763K 0.46%
2,285
29
$741K 0.44%
1,220
30
$658K 0.4%
1,716
31
$592K 0.36%
2,000
32
$579K 0.35%
3,543
+1
33
$578K 0.35%
6,400
+80
34
$575K 0.34%
16,000
35
$556K 0.33%
7,745
-150
36
$518K 0.31%
11,320
37
$491K 0.29%
4,107
38
$487K 0.29%
2,461
39
$470K 0.28%
10,000
40
$444K 0.27%
4,596
41
$440K 0.26%
3,609
42
$435K 0.26%
3,320
43
$425K 0.26%
2,696
+1
44
$422K 0.25%
+5,682
45
$410K 0.25%
2,716
-135
46
$410K 0.25%
7,557
-603
47
$409K 0.25%
13,320
48
$404K 0.24%
13,844
49
$400K 0.24%
9,223
+1
50
$383K 0.23%
2,361
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