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
376
$25.4K 0.01%
156
377
$25.3K 0.01%
435
+2
378
$25.2K 0.01%
202
+1
379
$24.9K 0.01%
+1,011
380
$24.9K 0.01%
1,057
+8
381
$24.9K 0.01%
1,000
382
$24.9K 0.01%
481
+206
383
$24.7K 0.01%
500
384
$24.7K 0.01%
200
-125
385
$24.6K 0.01%
215
+1
386
$24.4K 0.01%
2,467
+4
387
$24.4K 0.01%
+1,251
388
$24.4K 0.01%
93
389
$24.2K 0.01%
108
+1
390
$24.1K 0.01%
6,317
-2,640
391
$23.9K 0.01%
2,120
-150
392
$23.9K 0.01%
692
-77
393
$23.9K 0.01%
309
394
$23.8K 0.01%
622
+5
395
$23.8K 0.01%
217
+1
396
$23.7K 0.01%
50
397
$23.7K 0.01%
414
+314
398
$23.4K 0.01%
276
-217
399
$23.2K 0.01%
268
+1
400
$23K 0.01%
2,595
14 15
16
17 18