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PSI Advisors Portfolio holdings

AUM $418M
1-Year Est. Return 15.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.26M
3
+$5.8M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.5M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.79%
2 Healthcare 5.1%
3 Energy 4.38%
4 Financials 4.07%
5 Consumer Discretionary 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K 0.01%
+244
452
$11K 0.01%
+310
453
$11K 0.01%
+125
454
$11K 0.01%
+800
455
$11K 0.01%
+350
456
$11K 0.01%
+450
457
$11K 0.01%
+200
458
$11K 0.01%
+300
459
$11K 0.01%
+400
460
$11K 0.01%
+100
461
$10K 0.01%
+100
462
$10K 0.01%
+132
463
$10K 0.01%
+174
464
$10K 0.01%
+96
465
$10K 0.01%
+681
466
$10K 0.01%
+72
467
$10K 0.01%
+200
468
$10K 0.01%
+100
469
$10K 0.01%
+300
470
$10K 0.01%
+63
471
$10K 0.01%
+102
472
$10K 0.01%
+75
473
$10K 0.01%
+130
474
$10K 0.01%
+57
475
$10K 0.01%
+500
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