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
276
$31K 0.02%
938
277
$31K 0.02%
884
-314
278
$31K 0.02%
1,005
-625
279
$31K 0.02%
500
280
$30K 0.02%
500
281
$30K 0.02%
2,200
+875
282
$30K 0.02%
851
283
$30K 0.02%
162
284
$29K 0.02%
235
285
$29K 0.02%
613
286
$28K 0.01%
755
+35
287
$28K 0.01%
848
288
$27K 0.01%
299
289
$27K 0.01%
97
290
$27K 0.01%
1,102
+1
291
$27K 0.01%
446
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292
$27K 0.01%
579
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293
$27K 0.01%
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294
$27K 0.01%
379
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295
$26K 0.01%
5,285
-1,300
296
$25K 0.01%
700
297
$25K 0.01%
449
+1
298
$25K 0.01%
610
299
$25K 0.01%
248
300
$25K 0.01%
340
10 11
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