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
$307M
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.54M
3
+$759K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$739K
5
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$688K

Top Sells

1
+$6.83M
2
+$2.28M
3
+$1.54M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.15M
5
TSLA icon
Tesla
TSLA
+$1.09M

Sector Composition

1 Technology 5.39%
2 Energy 3.51%
3 Healthcare 2.18%
4 Consumer Discretionary 1.99%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.86K ﹤0.01%
4
577
$1.85K ﹤0.01%
184
578
$1.84K ﹤0.01%
165
579
$1.82K ﹤0.01%
28
580
$1.75K ﹤0.01%
50
581
$1.72K ﹤0.01%
29
582
$1.72K ﹤0.01%
62
583
$1.69K ﹤0.01%
100
584
$1.68K ﹤0.01%
173
585
$1.61K ﹤0.01%
8
586
$1.6K ﹤0.01%
39
587
$1.58K ﹤0.01%
31
588
$1.56K ﹤0.01%
55
589
$1.56K ﹤0.01%
220
590
$1.54K ﹤0.01%
10
591
$1.53K ﹤0.01%
12
-19
592
$1.51K ﹤0.01%
5
593
$1.5K ﹤0.01%
360
594
$1.45K ﹤0.01%
62
595
$1.42K ﹤0.01%
46
596
$1.42K ﹤0.01%
+100
597
$1.4K ﹤0.01%
6
-364
598
$1.25K ﹤0.01%
10
599
$1.25K ﹤0.01%
4
-287
600
$1.25K ﹤0.01%
150
22 23
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