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
$218M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1 +$761K
2 +$708K
3 +$703K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$654K
5
CAT icon
Caterpillar
CAT
+$576K

Top Sells

1 +$573K
2 +$572K
3 +$415K
4
CRM icon
Salesforce
CRM
+$310K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$275K

Sector Composition

1 Technology 8.71%
2 Healthcare 5.82%
3 Consumer Discretionary 4.55%
4 Energy 3.63%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$9K ﹤0.01%
+132
502
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503
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504
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505
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506
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507
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+250
508
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509
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510
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511
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512
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516
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+243
517
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521
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+950
522
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+250
523
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+290
524
$8K ﹤0.01%
+575
525
$8K ﹤0.01%
+250