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
401
$16.6K 0.01%
163
+42
402
$16.2K 0.01%
90
403
$16.1K 0.01%
+780
404
$15.9K 0.01%
104
+1
405
$15.6K 0.01%
327
+1
406
$15.5K 0.01%
276
+101
407
$15.5K 0.01%
326
408
$15.4K 0.01%
200
409
$15.4K 0.01%
538
-707
410
$15.4K 0.01%
+450
411
$15.4K 0.01%
1,950
+350
412
$15.2K 0.01%
1,500
+200
413
$15.2K 0.01%
601
+401
414
$15.1K 0.01%
+82
415
$14.8K 0.01%
584
416
$14.8K 0.01%
297
417
$14.7K 0.01%
1,098
+26
418
$14.5K 0.01%
18,125
419
$14.5K 0.01%
+785
420
$14.5K 0.01%
490
421
$14.4K 0.01%
242
422
$13.9K 0.01%
337
+3
423
$13.8K 0.01%
100
424
$13.8K 0.01%
238
425
$13.7K 0.01%
256