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PSI Advisors Portfolio holdings

AUM $418M
1-Year Est. Return 15.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.16M
3
+$1.08M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$1.04M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$963K

Top Sells

1
+$1.15M
2
+$872K
3
+$743K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$704K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$703K

Sector Composition

1 Technology 9.06%
2 Healthcare 5.66%
3 Consumer Discretionary 4.18%
4 Financials 3.41%
5 Energy 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$10K ﹤0.01%
138
502
$10K ﹤0.01%
8,000
+5,000
503
$10K ﹤0.01%
425
504
$10K ﹤0.01%
275
-300
505
$10K ﹤0.01%
+336
506
$9K ﹤0.01%
600
+200
507
$9K ﹤0.01%
54
508
$9K ﹤0.01%
131
+1
509
$9K ﹤0.01%
175
510
$9K ﹤0.01%
97
511
$9K ﹤0.01%
178
512
$9K ﹤0.01%
194
513
$9K ﹤0.01%
425
+1
514
$9K ﹤0.01%
700
515
$9K ﹤0.01%
203
516
$9K ﹤0.01%
300
-750
517
$9K ﹤0.01%
193
518
$9K ﹤0.01%
1,990
-60
519
$9K ﹤0.01%
150
520
$9K ﹤0.01%
950
521
$9K ﹤0.01%
290
522
$9K ﹤0.01%
129
+6
523
$9K ﹤0.01%
505
-125
524
$9K ﹤0.01%
106
525
$9K ﹤0.01%
160
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