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
426
$9.88K 0.01%
87
427
$9.75K 0.01%
275
428
$9.74K 0.01%
100
429
$9.7K 0.01%
253
+1
430
$9.64K 0.01%
106
431
$9.63K 0.01%
345
-3,484
432
$9.56K 0.01%
276
+3
433
$9.55K 0.01%
600
-100
434
$9.54K 0.01%
93
435
$9.41K 0.01%
54
436
$9.35K 0.01%
106
437
$9.24K ﹤0.01%
830
-47
438
$9.2K ﹤0.01%
+100
439
$9.19K ﹤0.01%
193
440
$9.14K ﹤0.01%
101
+93
441
$8.98K ﹤0.01%
243
442
$8.94K ﹤0.01%
550
443
$8.91K ﹤0.01%
194
444
$8.9K ﹤0.01%
271
+6
445
$8.9K ﹤0.01%
1,113
-901
446
$8.88K ﹤0.01%
491
447
$8.8K ﹤0.01%
150
448
$8.77K ﹤0.01%
102
+2
449
$8.72K ﹤0.01%
412
450
$8.69K ﹤0.01%
67
-33
16 17
18
19 20