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
451
$8.64K ﹤0.01%
47
452
$8.6K ﹤0.01%
139
+60
453
$8.6K ﹤0.01%
491
454
$8.59K ﹤0.01%
128
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$8.56K ﹤0.01%
+62
456
$8.4K ﹤0.01%
220
+1
457
$8.39K ﹤0.01%
78
458
$8.36K ﹤0.01%
110
459
$8.29K ﹤0.01%
136
460
$8.29K ﹤0.01%
155
+25
461
$8.2K ﹤0.01%
152
462
$8.2K ﹤0.01%
300
463
$8.02K ﹤0.01%
+178
464
$8.01K ﹤0.01%
151
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$8K ﹤0.01%
703
-500
466
$7.98K ﹤0.01%
830
467
$7.97K ﹤0.01%
+200
468
$7.79K ﹤0.01%
59
+11
469
$7.73K ﹤0.01%
200
470
$7.73K ﹤0.01%
225
+200
471
$7.72K ﹤0.01%
474
472
$7.64K ﹤0.01%
302
-110
473
$7.63K ﹤0.01%
195
474
$7.61K ﹤0.01%
500
475
$7.58K ﹤0.01%
203