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
$188M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$930K
3
+$718K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$614K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$545K

Top Sells

1
+$2.94M
2
+$2.09M
3
+$2.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$830K

Sector Composition

1 Technology 7.88%
2 Energy 5.01%
3 Consumer Discretionary 3.34%
4 Financials 3.28%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6.81K ﹤0.01%
78
477
$6.78K ﹤0.01%
190
478
$6.7K ﹤0.01%
99
-350
479
$6.63K ﹤0.01%
25
480
$6.52K ﹤0.01%
130
-47
481
$6.51K ﹤0.01%
+1,382
482
$6.5K ﹤0.01%
96
-55
483
$6.49K ﹤0.01%
151
484
$6.48K ﹤0.01%
1,000
485
$6.46K ﹤0.01%
139
486
$6.36K ﹤0.01%
525
487
$6.35K ﹤0.01%
300
488
$6.21K ﹤0.01%
400
489
$6.05K ﹤0.01%
55
490
$5.92K ﹤0.01%
60
+56
491
$5.9K ﹤0.01%
190
492
$5.89K ﹤0.01%
70
493
$5.87K ﹤0.01%
+185
494
$5.85K ﹤0.01%
23
495
$5.81K ﹤0.01%
102
496
$5.75K ﹤0.01%
450
497
$5.69K ﹤0.01%
+141
498
$5.67K ﹤0.01%
220
499
$5.59K ﹤0.01%
50
500
$5.55K ﹤0.01%
149
18 19
20
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