PA

PSI Advisors Portfolio holdings

AUM $388M
1-Year Est. Return 10%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10%
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 +$1.22M
2 +$1.21M
3 +$1.08M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$1.04M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$1.03M

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
551
$7K ﹤0.01%
150
552
$7K ﹤0.01%
+100
553
$7K ﹤0.01%
+250
554
$6K ﹤0.01%
7
+1
555
$6K ﹤0.01%
272
556
$6K ﹤0.01%
200
557
$6K ﹤0.01%
100
558
$6K ﹤0.01%
225
-1,372
559
$6K ﹤0.01%
68
560
$6K ﹤0.01%
5,000
561
$6K ﹤0.01%
41
562
$6K ﹤0.01%
200
563
$6K ﹤0.01%
600
564
$6K ﹤0.01%
56
+1
565
$6K ﹤0.01%
150
566
$6K ﹤0.01%
190
567
$6K ﹤0.01%
94
+1
568
$6K ﹤0.01%
30
569
$6K ﹤0.01%
1,000
570
$6K ﹤0.01%
118
+1
571
$6K ﹤0.01%
300
572
$6K ﹤0.01%
487
573
$6K ﹤0.01%
1,013
574
$6K ﹤0.01%
43
+10
575
$6K ﹤0.01%
+25