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
351
$29.4K 0.01%
958
352
$28.8K 0.01%
100
353
$28.7K 0.01%
2,747
354
$28.6K 0.01%
+336
355
$28.5K 0.01%
600
356
$28.2K 0.01%
102
+5
357
$28.1K 0.01%
238
358
$28K 0.01%
189
+1
359
$27.8K 0.01%
2,090
+550
360
$27.7K 0.01%
112
+52
361
$27.5K 0.01%
81
362
$27.3K 0.01%
288
+110
363
$27.1K 0.01%
793
364
$27K 0.01%
1,154
+13
365
$27K 0.01%
720
-100
366
$27K 0.01%
383
+3
367
$26.9K 0.01%
253
+3
368
$26.8K 0.01%
+529
369
$26.6K 0.01%
191
370
$26.2K 0.01%
112
371
$26.2K 0.01%
800
+50
372
$26K 0.01%
700
373
$25.6K 0.01%
1,059
+9
374
$25.6K 0.01%
203
375
$25.5K 0.01%
360
13 14
15
16 17