PSP

Principal Street Partners Portfolio holdings

AUM $593M
1-Year Est. Return 22.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.94M
2 +$5.63M
3 +$5.53M
4
FAST icon
Fastenal
FAST
+$5.5M
5
AVGO icon
Broadcom
AVGO
+$5.48M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.34%
2 Technology 11.99%
3 Industrials 10.14%
4 Communication Services 9.67%
5 Utilities 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$335K 0.15%
+432
77
$142K 0.06%
+17,920