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
$188M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$930K
3
+$718K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$614K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$545K

Top Sells

1
+$2.94M
2
+$2.09M
3
+$2.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$830K

Sector Composition

1 Technology 7.88%
2 Energy 5.01%
3 Consumer Discretionary 3.34%
4 Financials 3.28%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$38.1K 0.02%
530
-3
252
$37.7K 0.02%
1,000
253
$37.3K 0.02%
608
-220
254
$36.9K 0.02%
554
+254
255
$36.5K 0.02%
447
+1
256
$36.1K 0.02%
430
257
$35.2K 0.02%
354
-80
258
$35.2K 0.02%
301
-101
259
$34.7K 0.02%
1,250
-600
260
$34.5K 0.02%
851
261
$33.4K 0.02%
246
+2
262
$33.1K 0.02%
925
-1,115
263
$33.1K 0.02%
162
264
$32.7K 0.02%
2,600
-2,555
265
$32.6K 0.02%
+1,340
266
$32.1K 0.02%
97
267
$31.5K 0.02%
500
268
$31.5K 0.02%
500
269
$31.4K 0.02%
892
-719
270
$31K 0.02%
1,045
+3
271
$30.1K 0.02%
297
+1
272
$30K 0.02%
584
+5
273
$29.9K 0.02%
1,105
+3
274
$29.5K 0.02%
+1,330
275
$29.4K 0.02%
2,683
-606
9 10
11
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