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
301
$30.3K 0.01%
+625
302
$30.2K 0.01%
181
303
$29.8K 0.01%
958
304
$29.6K 0.01%
544
+66
305
$29.5K 0.01%
353
+17
306
$29.3K 0.01%
1,000
307
$29.2K 0.01%
472
+239
308
$28.8K 0.01%
307
-6,066
309
$28.6K 0.01%
316
+75
310
$28.4K 0.01%
112
311
$28.3K 0.01%
81
312
$28.2K 0.01%
587
313
$28.1K 0.01%
141
-34
314
$27.8K 0.01%
515
-362
315
$27.8K 0.01%
288
-141
316
$27.7K 0.01%
+1,400
317
$27.5K 0.01%
600
318
$27K 0.01%
622
-3,955
319
$26.9K 0.01%
269
-184
320
$26.8K 0.01%
700
321
$26.3K 0.01%
223
-111
322
$26K 0.01%
218
-20
323
$26K 0.01%
2,090
324
$25.9K 0.01%
420
+20
325
$25.9K 0.01%
187
11 12
13
14 15