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
$188M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$930K
3
+$718K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$614K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$545K

Top Sells

1
+$2.94M
2
+$2.09M
3
+$2.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$830K

Sector Composition

1 Technology 7.88%
2 Energy 5.01%
3 Consumer Discretionary 3.34%
4 Financials 3.28%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13.8K 0.01%
840
-331
377
$13.8K 0.01%
324
+2
378
$13.7K 0.01%
450
-52
379
$13.7K 0.01%
200
380
$13.3K 0.01%
220
+1
381
$13.2K 0.01%
239
-835
382
$13.2K 0.01%
285
383
$13.2K 0.01%
490
384
$13.2K 0.01%
401
-46
385
$13.2K 0.01%
238
-36
386
$13.1K 0.01%
+226
387
$13.1K 0.01%
1,175
388
$12.9K 0.01%
101
+1
389
$12.9K 0.01%
344
390
$12.8K 0.01%
508
391
$12.6K 0.01%
50
392
$12.5K 0.01%
50
393
$12.4K 0.01%
750
394
$12.3K 0.01%
81
395
$12.2K 0.01%
321
-563
396
$12.1K 0.01%
400
397
$12.1K 0.01%
55
398
$12.1K 0.01%
160
399
$12.1K 0.01%
132
-694
400
$11.8K 0.01%
950
14 15
16
17 18