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
$153M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$218K
3
+$209K
4
VUG icon
Vanguard Growth ETF
VUG
+$208K
5
SWK icon
Stanley Black & Decker
SWK
+$206K

Top Sells

1
+$1.37M
2
+$561K
3
+$404K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$354K
5
SMB icon
VanEck Short Muni ETF
SMB
+$334K

Sector Composition

1 Healthcare 23.64%
2 Technology 18.58%
3 Financials 7.18%
4 Consumer Discretionary 6.6%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$149K 0.1%
12,240
+5
77
– –
-5,292
78
– –
-2,451
79
– –
-7,225
80
– –
-20,000
81
– –
-1,818
1 2 3
4