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
476
$13.8K ﹤0.01%
238
477
$13.7K ﹤0.01%
174
-264
478
$13.7K ﹤0.01%
2,000
479
$13.6K ﹤0.01%
100
480
$13.6K ﹤0.01%
198
+3
481
$13.5K ﹤0.01%
114
+20
482
$13.4K ﹤0.01%
286
+1
483
$13.2K ﹤0.01%
166
+1
484
$13.1K ﹤0.01%
208
+1
485
$13K ﹤0.01%
25
486
$13K ﹤0.01%
+224
487
$13K ﹤0.01%
400
488
$12.8K ﹤0.01%
500
489
$12.5K ﹤0.01%
155
490
$12.5K ﹤0.01%
1,368
491
$12.5K ﹤0.01%
1,100
492
$12.5K ﹤0.01%
500
493
$12.5K ﹤0.01%
90
+1
494
$12.4K ﹤0.01%
505
495
$12.2K ﹤0.01%
283
496
$12.1K ﹤0.01%
+233
497
$12K ﹤0.01%
391
498
$12K ﹤0.01%
700
499
$11.9K ﹤0.01%
50
500
$11.8K ﹤0.01%
93
+1
18 19
20
21 22