PA

PSI Advisors Portfolio holdings

AUM $204M
1-Year Est. Return 8.65%
This Quarter Est. Return
1 Year Est. Return
+8.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Sells

1 +$3.06M
2 +$1.08M
3 +$458K
4
CAT icon
Caterpillar
CAT
+$417K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$267K

Sector Composition

1 Technology 9.29%
2 Energy 4.73%
3 Consumer Discretionary 3.46%
4 Healthcare 2.86%
5 Financials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$17.9K 0.01%
332
352
$17.8K 0.01%
354
+3
353
$17.7K 0.01%
80
354
$17.7K 0.01%
203
+1
355
$17.6K 0.01%
958
356
$17.5K 0.01%
73
357
$17.5K 0.01%
318
-869
358
$17.4K 0.01%
319
+1
359
$17.3K 0.01%
400
360
$17.3K 0.01%
711
+3
361
$17.1K 0.01%
125
362
$16.8K 0.01%
400
363
$16.7K 0.01%
288
-88
364
$16.5K 0.01%
+1,046
365
$16.3K 0.01%
+100
366
$16.1K 0.01%
35
367
$15.9K 0.01%
143
368
$15.9K 0.01%
50
369
$15.9K 0.01%
1,274
+6
370
$15.9K 0.01%
+325
371
$15.8K 0.01%
86
+1
372
$15.7K 0.01%
+1,000
373
$15.7K 0.01%
502
+52
374
$15.6K 0.01%
+200
375
$15.3K 0.01%
125
-176