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
$337M
AUM Growth
-$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$2.58M
3
+$2.13M
4
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$1.79M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.37M

Top Sells

1
+$6.92M
2
+$5.34M
3
+$3.11M
4
VSTO
Vista Outdoor Inc.
VSTO
+$2.52M
5
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$2.45M

Sector Composition

1 Technology 6.59%
2 Consumer Discretionary 3.49%
3 Energy 3.46%
4 Financials 1.96%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$41.7K 0.01%
1,502
302
$41.6K 0.01%
+1,900
303
$41.5K 0.01%
429
+141
304
$41.1K 0.01%
328
+2
305
$40.6K 0.01%
569
306
$40.6K 0.01%
478
+17
307
$39.9K 0.01%
1,722
308
$39.7K 0.01%
830
309
$39.7K 0.01%
1,442
310
$39.4K 0.01%
+685
311
$39.3K 0.01%
275
312
$38.9K 0.01%
417
313
$38.9K 0.01%
1,180
314
$38.9K 0.01%
1,194
+23
315
$38.7K 0.01%
175
+58
316
$38.6K 0.01%
334
+145
317
$38.6K 0.01%
709
318
$38.1K 0.01%
1,060
319
$37.7K 0.01%
509
320
$37.6K 0.01%
1,345
-619
321
$37.2K 0.01%
623
322
$37.1K 0.01%
1,081
+3
323
$36.9K 0.01%
439
-177
324
$36.4K 0.01%
1,801
+128
325
$35.2K 0.01%
712
11 12
13
14 15