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
326
$25.4K 0.01%
1,232
-569
327
$25.4K 0.01%
50
328
$25.3K 0.01%
55
+20
329
$25.3K 0.01%
1,000
330
$24.8K 0.01%
270
331
$24.8K 0.01%
1,167
+13
332
$24.7K 0.01%
343
-40
333
$24.7K 0.01%
500
334
$24.5K 0.01%
785
335
$24.4K 0.01%
442
+43
336
$24K 0.01%
750
-331
337
$23.6K 0.01%
225
-207
338
$23.2K 0.01%
609
+509
339
$23K 0.01%
313
340
$22.9K 0.01%
442
-474
341
$22.6K 0.01%
156
342
$22.6K 0.01%
52
343
$22.4K 0.01%
+2,000
344
$22.1K 0.01%
1,850
-897
345
$21.9K 0.01%
323
-300
346
$21.7K 0.01%
755
+143
347
$21.4K 0.01%
200
348
$21K 0.01%
2,595
349
$21K 0.01%
1,076
-1,100
350
$20.9K 0.01%
645
-75
12 13
14
15 16