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
376
$15.2K 0.01%
490
377
$15.1K 0.01%
457
-252
378
$15K 0.01%
285
379
$14.8K 0.01%
325
+1
380
$14.7K 0.01%
670
381
$14.5K 0.01%
238
382
$14.5K 0.01%
296
383
$14.2K 0.01%
102
+1
384
$14.2K 0.01%
+331
385
$14.1K 0.01%
200
386
$13.9K 0.01%
239
387
$13.9K 0.01%
511
+3
388
$13.8K 0.01%
90
389
$13.4K 0.01%
840
390
$13.4K 0.01%
1,200
+100
391
$13.4K 0.01%
55
392
$13.4K 0.01%
241
393
$13.2K 0.01%
108
394
$13K 0.01%
750
395
$12.8K 0.01%
90
+15
396
$12.7K 0.01%
705
+580
397
$12.7K 0.01%
321
398
$12.4K 0.01%
132
399
$12.3K 0.01%
81
400
$12.3K 0.01%
100