PA
PSI Advisors Portfolio holdings
AUM
$204M
1-Year Return
8.65%
This Quarter Return
+10.09%
1 Year Return
+8.65%
3 Year Return
+49.66%
5 Year Return
+88.66%
10 Year Return
–
AUM
$268M
AUM Growth
+$36.9M
(+16%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
5.39%
Top 10 Holdings %
Top 10 Hldgs %
43.41%
Holding
914
New
52
Increased
245
Reduced
120
Closed
33
Top Buys
| 1 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$5.24M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$4.33M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$2.4M |
| 4 |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
|
+$2.38M |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$1.68M |
Top Sells
Sector Composition
| 1 | Technology | 7.61% |
| 2 | Energy | 3.86% |
| 3 | Consumer Discretionary | 3.09% |
| 4 | Healthcare | 2.62% |
| 5 | Financials | 2.39% |
