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
$337M
AUM Growth
-$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$2.58M
3
+$2.13M
4
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$1.79M
5
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$1.37M

Top Sells

1
+$6.92M
2
+$5.34M
3
+$3.11M
4
VSTO
Vista Outdoor Inc.
VSTO
+$2.52M
5
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$2.45M

Sector Composition

1 Technology 6.59%
2 Consumer Discretionary 3.49%
3 Energy 3.46%
4 Financials 1.96%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$9.88K ﹤0.01%
47
527
$9.87K ﹤0.01%
202
528
$9.86K ﹤0.01%
262
529
$9.81K ﹤0.01%
336
-210
530
$9.63K ﹤0.01%
200
531
$9.55K ﹤0.01%
399
-25
532
$9.51K ﹤0.01%
230
533
$9.44K ﹤0.01%
156
534
$9.43K ﹤0.01%
500
535
$9.42K ﹤0.01%
203
536
$9.37K ﹤0.01%
125
537
$9.27K ﹤0.01%
50
538
$9.26K ﹤0.01%
177
-145
539
$9.25K ﹤0.01%
93
540
$9.21K ﹤0.01%
150
541
$9.21K ﹤0.01%
186
+1
542
$9.18K ﹤0.01%
39
543
$9.13K ﹤0.01%
734
544
$9.12K ﹤0.01%
55
545
$9.02K ﹤0.01%
141
546
$8.97K ﹤0.01%
137
547
$8.93K ﹤0.01%
100
548
$8.92K ﹤0.01%
50
549
$8.86K ﹤0.01%
18
550
$8.74K ﹤0.01%
18
20 21
22
23 24