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
$156M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$9.83M
3 +$6.04M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.72M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.79%
2 Healthcare 5.1%
3 Energy 4.38%
4 Financials 4.07%
5 Consumer Discretionary 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$7K ﹤0.01%
+250
502
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503
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+44
504
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505
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506
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507
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+500
508
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509
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510
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+400
511
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+2
512
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513
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519
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+150
521
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522
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523
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+21
524
$6K ﹤0.01%
+250
525
$6K ﹤0.01%
+375