PSP

Principal Street Partners Portfolio holdings

AUM $627M
1-Year Est. Return 22.61%
This Quarter Est. Return
1 Year Est. Return
+22.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
-$396M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.2M
3
+$4.87M
4
FHN icon
First Horizon
FHN
+$4.48M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.76M

Top Sells

1
+$18.9M
2
+$14.5M
3
+$13.6M
4
PNW icon
Pinnacle West Capital
PNW
+$12.4M
5
MS icon
Morgan Stanley
MS
+$11.3M

Sector Composition

1 Technology 19.43%
2 Financials 12.29%
3 Consumer Discretionary 9.33%
4 Communication Services 9.03%
5 Healthcare 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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204
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207
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-8,960
208
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210
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5 6 7 8
9