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
$182M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$2.76M
3
+$807K
4
COF icon
Capital One
COF
+$720K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$407K

Top Sells

1
+$1.4M
2
+$618K
3
+$567K
4
EPD icon
Enterprise Products Partners
EPD
+$473K
5
KMI icon
Kinder Morgan
KMI
+$451K

Sector Composition

1 Healthcare 24%
2 Technology 17.43%
3 Financials 9.53%
4 Consumer Discretionary 6.72%
5 Communication Services 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
76
Kimberly-Clark
KMB
$38.7B
– –
-1,450
KMI icon
77
Kinder Morgan
KMI
$57.6B
– –
-15,810
PBA icon
78
Pembina Pipeline
PBA
$21.8B
– –
-6,660
1 2 3
4