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
76
$214K 0.13%
+585
77
$213K 0.13%
13,332
78
$210K 0.13%
+453
79
$207K 0.12%
+2,374
80
$203K 0.12%
3,000
81
$203K 0.12%
11,547
-273
82
$203K 0.12%
+7,378
83
$202K 0.12%
+1,650
84
$201K 0.12%
2,057
-39
85
$163K 0.1%
12,250
+10
86
– –
-6,660
87
– –
-4,172
1 2 3
4