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
351
$20.8K 0.01%
391
352
$20.8K 0.01%
342
-1,397
353
$20.4K 0.01%
2,035
-432
354
$19.5K 0.01%
200
355
$19.5K 0.01%
239
356
$19.4K 0.01%
13,500
357
$19.3K 0.01%
176
-937
358
$18.9K 0.01%
229
-82,500
359
$18.5K 0.01%
895
360
$18.5K 0.01%
+410
361
$18.5K 0.01%
+372
362
$18.2K 0.01%
450
363
$17.9K 0.01%
84
364
$17.5K 0.01%
87
365
$17.3K 0.01%
330
-151
366
$17.1K 0.01%
56
-127
367
$17K 0.01%
280
-659
368
$17K 0.01%
1,351
369
$16.9K 0.01%
2,100
370
$16.7K 0.01%
238
371
$16.4K 0.01%
44
372
$16.4K 0.01%
50
373
$16.3K 0.01%
63
-30
374
$16.2K 0.01%
695
375
$16.1K 0.01%
388
13 14
15
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