PSI Advisors’s TORM TRMD Stock Holding History

PSI Advisors’s Portfolio TRMD Stock Details TRMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.61M	Sell	57,737 -1,964	-3%	-$50K	0.39%	41
2025 Q4	$1.17M	Buy	59,701 +3,707	+7%	+$78.3K	0.29%	50
2025 Q3	$1.15M	Buy	+55,994	New	+$1.13M	0.3%	45
2025 Q2	–	Sell	-52,387	Closed	-$863K	–	636
2025 Q1	$863K	Buy	52,387 +10,020	+24%	+$194K	0.28%	49
2024 Q4	$824K	Buy	42,367 +24,702	+140%	+$603K	0.24%	56
2024 Q3	$604K	Buy	17,665 +7,855	+80%	+$288K	0.18%	72
2024 Q2	$380K	Buy	9,810 +6,565	+202%	+$235K	0.12%	94
2024 Q1	$113K	Buy	3,245 +2,245	+225%	+$76.4K	0.04%	169
2023 Q4	$30.4K	Buy	+1,000	New	+$29.5K	0.01%	341

Other funds holding TRMD

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM