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
$188M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$930K
3
+$718K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$614K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$545K

Top Sells

1
+$2.94M
2
+$2.09M
3
+$2.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$830K

Sector Composition

1 Technology 7.88%
2 Energy 5.01%
3 Consumer Discretionary 3.34%
4 Financials 3.28%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.02K ﹤0.01%
45
602
$2.02K ﹤0.01%
26
603
$1.94K ﹤0.01%
3,500
604
$1.94K ﹤0.01%
100
605
$1.9K ﹤0.01%
500
606
$1.89K ﹤0.01%
100
607
$1.88K ﹤0.01%
210
608
$1.87K ﹤0.01%
1,055
-300
609
$1.8K ﹤0.01%
100
610
$1.78K ﹤0.01%
70
611
$1.77K ﹤0.01%
350
612
$1.76K ﹤0.01%
19
613
$1.74K ﹤0.01%
36
614
$1.74K ﹤0.01%
11
615
$1.64K ﹤0.01%
24
616
$1.63K ﹤0.01%
55
617
$1.63K ﹤0.01%
130
618
$1.61K ﹤0.01%
36
619
$1.59K ﹤0.01%
7
620
$1.57K ﹤0.01%
12
621
$1.54K ﹤0.01%
150
622
$1.5K ﹤0.01%
7
623
$1.5K ﹤0.01%
+156
624
$1.5K ﹤0.01%
100
625
$1.43K ﹤0.01%
6
23 24
25
26 27