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
401
$11.7K 0.01%
241
+1
402
$11.7K 0.01%
190
403
$11.6K 0.01%
425
404
$11.5K 0.01%
75
405
$11.5K 0.01%
153
+1
406
$11.1K 0.01%
110
407
$11.1K 0.01%
1,100
+750
408
$11.1K 0.01%
412
+7
409
$11.1K 0.01%
600
410
$11K 0.01%
+440
411
$11K 0.01%
43
412
$11K 0.01%
2,000
413
$11K 0.01%
121
-102
414
$10.9K 0.01%
120
-30
415
$10.7K 0.01%
+440
416
$10.7K 0.01%
96
417
$10.7K 0.01%
175
418
$10.4K 0.01%
201
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419
$10.4K 0.01%
200
420
$10.3K 0.01%
195
421
$10.3K 0.01%
+201
422
$10.2K 0.01%
75
+25
423
$10.2K 0.01%
1,000
424
$10.2K 0.01%
218
425
$9.91K 0.01%
400
15 16
17
18 19