We are live on ! Find out more
PA

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
$218M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$783K
2
+$765K
3
+$724K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$674K
5
CAT icon
Caterpillar
CAT
+$625K

Top Sells

1
+$591K
2
+$570K
3
+$427K
4
CRM icon
Salesforce
CRM
+$291K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$286K

Sector Composition

1 Technology 8.72%
2 Healthcare 5.81%
3 Consumer Discretionary 4.55%
4 Energy 3.63%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$13K 0.01%
+81
452
$13K 0.01%
+160
453
$13K 0.01%
+781
454
$13K 0.01%
+700
455
$13K 0.01%
+106
456
$13K 0.01%
+630
457
$13K 0.01%
+123
458
$13K 0.01%
+98
459
$13K 0.01%
+50
460
$13K 0.01%
+100
461
$13K 0.01%
+49
462
$12K 0.01%
+700
463
$12K 0.01%
+100
464
$12K 0.01%
+70
465
$12K 0.01%
+110
466
$12K 0.01%
+3,500
467
$12K 0.01%
+750
468
$11K 0.01%
+27
469
$11K 0.01%
+155
470
$11K 0.01%
+1,029
471
$11K 0.01%
+177
472
$11K 0.01%
+62
473
$11K 0.01%
+195
474
$11K 0.01%
+104
475
$11K 0.01%
+275
17 18
19
20 21