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
451
$16.5K ﹤0.01%
+206
452
$16.3K ﹤0.01%
50
453
$16.3K ﹤0.01%
2,000
454
$16.1K ﹤0.01%
259
+4
455
$16.1K ﹤0.01%
695
456
$16K ﹤0.01%
161
457
$15.8K ﹤0.01%
44
458
$15.7K ﹤0.01%
46
+1
459
$15.3K ﹤0.01%
2,100
460
$15.3K ﹤0.01%
151
461
$15.2K ﹤0.01%
100
462
$15.2K ﹤0.01%
418
+18
463
$15.1K ﹤0.01%
238
464
$15.1K ﹤0.01%
+98
465
$15K ﹤0.01%
1,351
466
$14.8K ﹤0.01%
155
-71
467
$14.7K ﹤0.01%
35
468
$14.6K ﹤0.01%
454
+1
469
$14.6K ﹤0.01%
+421
470
$14.5K ﹤0.01%
550
+250
471
$14.4K ﹤0.01%
64
-281
472
$14.3K ﹤0.01%
125
+16
473
$14.1K ﹤0.01%
430
474
$14.1K ﹤0.01%
59
-101
475
$13.9K ﹤0.01%
55
17 18
19
20 21