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
$231M
AUM Growth
+$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
921
New
Increased
Reduced
Closed

Top Sells

1 +$2.1M
2 +$923K
3 +$857K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$823K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$674K

Sector Composition

1 Technology 7.68%
2 Energy 4.59%
3 Consumer Discretionary 3.37%
4 Healthcare 2.87%
5 Financials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$25.4K 0.01%
769
327
$25.3K 0.01%
1,500
328
$25.2K 0.01%
100
329
$25K 0.01%
595
330
$24.9K 0.01%
243
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331
$24.6K 0.01%
793
332
$24.4K 0.01%
656
333
$24.3K 0.01%
391
+1
334
$24.3K 0.01%
2,400
335
$24K 0.01%
1,000
336
$23.9K 0.01%
160
337
$23.8K 0.01%
292
+40
338
$23.6K 0.01%
117
339
$23.5K 0.01%
255
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340
$23.1K 0.01%
175
341
$22.5K 0.01%
1,015
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342
$22.5K 0.01%
1,351
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343
$22.4K 0.01%
500
344
$22.3K 0.01%
1,206
345
$22.2K 0.01%
246
346
$21.8K 0.01%
313
347
$21.7K 0.01%
287
348
$21.7K 0.01%
500
349
$21.7K 0.01%
400
350
$21.5K 0.01%
263