PA
PSI Advisors Portfolio holdings
AUM
$204M
1-Year Return
8.65%
This Quarter Return
-3.81%
1 Year Return
+8.65%
3 Year Return
+49.66%
5 Year Return
+88.66%
10 Year Return
–
AUM
$307M
AUM Growth
-$29.6M
(-8.8%)
Cap. Flow
-$14.6M
Cap. Flow
% of AUM
-4.76%
Top 10 Holdings %
Top 10 Hldgs %
53.11%
Holding
962
New
70
Increased
116
Reduced
227
Closed
205
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$6.83M |
| 2 |
Amazon
AMZN
|
+$2.28M |
| 3 |
NVIDIA
NVDA
|
+$1.54M |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$1.15M |
| 5 |
Tesla
TSLA
|
+$1.09M |
Sector Composition
| 1 | Technology | 5.39% |
| 2 | Energy | 3.51% |
| 3 | Healthcare | 2.16% |
| 4 | Consumer Discretionary | 1.99% |
| 5 | Financials | 1.72% |
