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
$268M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.61%
2 Energy 3.86%
3 Consumer Discretionary 3.09%
4 Healthcare 2.62%
5 Financials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$34.3K 0.01%
417
302
$34.2K 0.01%
270
303
$34.1K 0.01%
611
304
$33.8K 0.01%
327
305
$33.3K 0.01%
891
306
$33.1K 0.01%
83
307
$33K 0.01%
900
+350
308
$31.9K 0.01%
3,208
309
$31.8K 0.01%
1,538
+1,378
310
$31.8K 0.01%
307
+107
311
$31.7K 0.01%
700
312
$31.5K 0.01%
712
313
$31.5K 0.01%
430
+3
314
$31.3K 0.01%
925
315
$31.2K 0.01%
666
316
$31.1K 0.01%
485
317
$30.9K 0.01%
1,000
318
$30.7K 0.01%
1,330
319
$30.7K 0.01%
760
+165
320
$30.4K 0.01%
+1,000
321
$29.9K 0.01%
500
322
$29.8K 0.01%
2,446
+104
323
$29.7K 0.01%
259
+4
324
$29.4K 0.01%
437
325
$29K 0.01%
97