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
326
$34.6K 0.01%
460
+1
327
$34.6K 0.01%
200
328
$34.4K 0.01%
2,500
329
$34.3K 0.01%
429
-301
330
$33.9K 0.01%
+1,477
331
$33.8K 0.01%
976
332
$33.4K 0.01%
924
-610
333
$33.2K 0.01%
784
+1
334
$33K 0.01%
383
+45
335
$32.7K 0.01%
181
336
$32.5K 0.01%
1,111
+14
337
$32.4K 0.01%
+176
338
$32.3K 0.01%
88
339
$32K 0.01%
1,300
340
$31.1K 0.01%
100
341
$30.9K 0.01%
664
+8
342
$30.6K 0.01%
500
343
$30.5K 0.01%
270
344
$30.3K 0.01%
1,330
345
$29.9K 0.01%
256
-86
346
$29.7K 0.01%
13,500
347
$29.7K 0.01%
990
+207
348
$29.7K 0.01%
587
349
$29.6K 0.01%
1,000
350
$29.5K 0.01%
+557
12 13
14
15 16