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
$231M
AUM Growth
+$3.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
921
New
Increased
Reduced
Closed

Top Sells

1 +$2.1M
2 +$923K
3 +$857K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$823K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$674K

Sector Composition

1 Technology 7.68%
2 Energy 4.59%
3 Consumer Discretionary 3.37%
4 Healthcare 2.87%
5 Financials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$18.8K 0.01%
1,735
-48
377
$18.7K 0.01%
206
378
$18.6K 0.01%
+1,000
379
$18.6K 0.01%
356
+2
380
$18.6K 0.01%
+187
381
$18.4K 0.01%
400
382
$18.3K 0.01%
535
383
$18.3K 0.01%
42
+7
384
$18.3K 0.01%
600
385
$18.2K 0.01%
200
386
$18K 0.01%
323
+2
387
$17.9K 0.01%
391
388
$17.8K 0.01%
204
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$17.8K 0.01%
454
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390
$17.6K 0.01%
332
391
$17.5K 0.01%
86
392
$17.5K 0.01%
958
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$17.4K 0.01%
1,187
394
$17.3K 0.01%
200
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$17.2K 0.01%
500
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396
$17.1K 0.01%
+113
397
$16.9K 0.01%
717
+3
398
$16.8K 0.01%
870
399
$16.7K 0.01%
2,200
400
$16.7K 0.01%
100