PA

PSI Advisors Portfolio holdings

AUM $388M
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.56M
3
+$3.25M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$951K
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$725K

Top Sells

1
+$2.28M
2
+$1.9M
3
+$1.58M
4
ABBV icon
AbbVie
ABBV
+$841K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$500K

Sector Composition

1 Technology 7.98%
2 Healthcare 4.78%
3 Energy 4.51%
4 Consumer Discretionary 3.85%
5 Financials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41K 0.02%
430
252
$41K 0.02%
1,172
253
$40K 0.02%
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-999
254
$39K 0.02%
527
255
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780
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256
$39K 0.02%
455
257
$38K 0.02%
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258
$38K 0.02%
3,375
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259
$37K 0.02%
434
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260
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261
$36K 0.02%
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262
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263
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273
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274
$32K 0.02%
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275
$32K 0.02%
482
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