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
51
$351K 0.21%
2,440
52
$345K 0.21%
12,427
53
$343K 0.21%
1,647
-107
54
$324K 0.19%
3,350
55
$315K 0.19%
100
56
$311K 0.19%
3,332
57
$306K 0.18%
6,919
58
$300K 0.18%
4,695
+40
59
$296K 0.18%
3,437
60
$290K 0.17%
15,810
61
$288K 0.17%
5,332
62
$288K 0.17%
594
+4
63
$275K 0.17%
799
+130
64
$272K 0.16%
3,412
-200
65
$263K 0.16%
4,794
66
$258K 0.16%
8,902
-1,567
67
$252K 0.15%
26,676
68
$252K 0.15%
+566
69
$237K 0.14%
+848
70
$235K 0.14%
6,660
71
$232K 0.14%
+1,370
72
$227K 0.14%
3,239
-76
73
$225K 0.14%
+1,915
74
$220K 0.13%
+1,150
75
$219K 0.13%
6,043
+1
1 2
3
4