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
551
$8.73K ﹤0.01%
162
552
$8.72K ﹤0.01%
60
553
$8.66K ﹤0.01%
160
554
$8.65K ﹤0.01%
450
555
$8.59K ﹤0.01%
25
556
$8.52K ﹤0.01%
460
557
$8.25K ﹤0.01%
181
558
$8.2K ﹤0.01%
200
559
$8.15K ﹤0.01%
188
560
$8.11K ﹤0.01%
194
-89
561
$7.93K ﹤0.01%
75
562
$7.92K ﹤0.01%
78
+1
563
$7.86K ﹤0.01%
69
564
$7.86K ﹤0.01%
1,000
565
$7.83K ﹤0.01%
96
566
$7.76K ﹤0.01%
48
567
$7.76K ﹤0.01%
118
568
$7.66K ﹤0.01%
190
569
$7.64K ﹤0.01%
279
570
$7.62K ﹤0.01%
11
571
$7.56K ﹤0.01%
143
572
$7.4K ﹤0.01%
152
573
$7.36K ﹤0.01%
40
574
$7.33K ﹤0.01%
110
575
$7.2K ﹤0.01%
825
21 22
23
24 25