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
276
$36.3K 0.01%
133
-92
277
$36.2K 0.01%
924
278
$35.9K 0.01%
600
-1,100
279
$35.3K 0.01%
2,270
+820
280
$35.3K 0.01%
316
-276
281
$35.2K 0.01%
1,533
+56
282
$35K 0.01%
175
-588
283
$34.9K 0.01%
202
+13
284
$34.4K 0.01%
275
285
$34.1K 0.01%
200
286
$33.9K 0.01%
+1,100
287
$33.6K 0.01%
1,298
+287
288
$33.3K 0.01%
574
+252
289
$33K 0.01%
610
+500
290
$32.9K 0.01%
809
-135
291
$32.6K 0.01%
3,400
+1,000
292
$32.5K 0.01%
893
+100
293
$32.3K 0.01%
1,300
294
$31.8K 0.01%
850
+50
295
$31.5K 0.01%
712
-72
296
$31.2K 0.01%
431
+120
297
$31.1K 0.01%
203
298
$30.8K 0.01%
1,330
299
$30.7K 0.01%
+296
300
$30.5K 0.01%
256
10 11
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