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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
$243M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.61M
3
+$1.16M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$846K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$774K

Top Sells

1
+$1.33M
2
+$803K
3
+$766K
4
GIS icon
General Mills
GIS
+$449K
5
CAT icon
Caterpillar
CAT
+$332K

Sector Composition

1 Technology 8.76%
2 Healthcare 5.6%
3 Consumer Discretionary 3.79%
4 Energy 3.69%
5 Financials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$6K ﹤0.01%
68
527
$6K ﹤0.01%
100
528
$6K ﹤0.01%
41
529
$6K ﹤0.01%
128
-304
530
$6K ﹤0.01%
100
-139
531
$6K ﹤0.01%
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532
$6K ﹤0.01%
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533
$6K ﹤0.01%
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534
$6K ﹤0.01%
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535
$6K ﹤0.01%
+300
536
$6K ﹤0.01%
30
537
$6K ﹤0.01%
60
-63
538
$6K ﹤0.01%
300
539
$6K ﹤0.01%
1,013
540
$6K ﹤0.01%
460
541
$6K ﹤0.01%
272
542
$6K ﹤0.01%
25
543
$6K ﹤0.01%
149
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110
+1
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7
546
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100
547
$5K ﹤0.01%
59
+3
548
$5K ﹤0.01%
200
549
$5K ﹤0.01%
35
550
$5K ﹤0.01%
+300
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