PA

PSI Advisors Portfolio holdings

AUM $204M
1-Year Est. Return 8.65%
This Quarter Est. Return
1 Year Est. Return
+8.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Sells

1 +$3.06M
2 +$1.08M
3 +$458K
4
CAT icon
Caterpillar
CAT
+$417K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$267K

Sector Composition

1 Technology 9.29%
2 Energy 4.73%
3 Consumer Discretionary 3.46%
4 Healthcare 2.86%
5 Financials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$10.2K ﹤0.01%
276
427
$10.1K ﹤0.01%
+50
428
$10.1K ﹤0.01%
275
429
$10.1K ﹤0.01%
96
430
$9.96K ﹤0.01%
1,000
431
$9.86K ﹤0.01%
200
432
$9.74K ﹤0.01%
+132
433
$9.7K ﹤0.01%
93
434
$9.66K ﹤0.01%
155
-65
435
$9.63K ﹤0.01%
54
436
$9.62K ﹤0.01%
345
437
$9.58K ﹤0.01%
50
438
$9.54K ﹤0.01%
+175
439
$9.46K ﹤0.01%
271
440
$9.46K ﹤0.01%
345
441
$9.37K ﹤0.01%
101
442
$9.36K ﹤0.01%
75
443
$9.27K ﹤0.01%
194
444
$9.19K ﹤0.01%
32
-20
445
$9.06K ﹤0.01%
1,113
446
$8.99K ﹤0.01%
+40
447
$8.94K ﹤0.01%
25
448
$8.87K ﹤0.01%
102
449
$8.86K ﹤0.01%
106
450
$8.85K ﹤0.01%
150