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
$307M
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.54M
3
+$759K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$739K
5
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$688K

Top Sells

1
+$6.83M
2
+$2.28M
3
+$1.54M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.15M
5
TSLA icon
Tesla
TSLA
+$1.09M

Sector Composition

1 Technology 5.39%
2 Energy 3.51%
3 Healthcare 2.18%
4 Consumer Discretionary 1.99%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41.4K 0.01%
417
252
$41.1K 0.01%
1,060
253
$40.5K 0.01%
244
254
$39.8K 0.01%
509
255
$39.8K 0.01%
1,345
256
$39.7K 0.01%
10,428
-650
257
$39.7K 0.01%
170
258
$39.5K 0.01%
360
259
$39.4K 0.01%
900
-77
260
$39.3K 0.01%
890
-439
261
$39.2K 0.01%
119
+17
262
$39.1K 0.01%
685
263
$38.8K 0.01%
175
-318
264
$38.7K 0.01%
569
265
$38.6K 0.01%
430
+1
266
$38.4K 0.01%
795
+526
267
$38K 0.01%
1,722
268
$37.9K 0.01%
294
-322
269
$37.9K 0.01%
712
270
$37.7K 0.01%
439
271
$37.5K 0.01%
339
-143
272
$37.1K 0.01%
1,442
273
$36.8K 0.01%
1,246
+187
274
$36.8K 0.01%
1,128
+17
275
$36.5K 0.01%
287
-569
9 10
11
12 13