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
426
$19.2K 0.01%
52
427
$19.2K 0.01%
149
-325
428
$19.1K 0.01%
353
+2
429
$18.9K 0.01%
84
430
$18.9K 0.01%
786
+432
431
$18.6K 0.01%
955
-106
432
$18.5K 0.01%
+612
433
$18.5K 0.01%
895
434
$18.3K 0.01%
575
-481
435
$18.3K 0.01%
570
-201
436
$18K 0.01%
231
-30
437
$17.9K 0.01%
450
438
$17.8K 0.01%
352
+3
439
$17.8K 0.01%
547
+4
440
$17.5K 0.01%
90
441
$17.4K 0.01%
332
442
$17.3K 0.01%
1,907
443
$17.2K 0.01%
100
444
$17.2K 0.01%
322
+172
445
$17K 0.01%
200
446
$17K 0.01%
500
447
$16.8K 0.01%
189
-66
448
$16.8K 0.01%
388
449
$16.7K ﹤0.01%
447
450
$16.6K ﹤0.01%
275
+75
16 17
18
19 20