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
601
$6.03K ﹤0.01%
185
602
$6K ﹤0.01%
143
603
$5.99K ﹤0.01%
254
+17
604
$5.95K ﹤0.01%
325
605
$5.9K ﹤0.01%
15
606
$5.9K ﹤0.01%
225
-70
607
$5.87K ﹤0.01%
+83
608
$5.86K ﹤0.01%
+101
609
$5.78K ﹤0.01%
1,835
+235
610
$5.76K ﹤0.01%
95
-154
611
$5.75K ﹤0.01%
31
612
$5.67K ﹤0.01%
151
-217
613
$5.66K ﹤0.01%
125
614
$5.61K ﹤0.01%
74
615
$5.56K ﹤0.01%
85
+2
616
$5.46K ﹤0.01%
75
617
$5.43K ﹤0.01%
+24
618
$5.37K ﹤0.01%
84
+2
619
$5.35K ﹤0.01%
144
620
$5.34K ﹤0.01%
250
621
$5.25K ﹤0.01%
106
622
$5.18K ﹤0.01%
125
623
$5.17K ﹤0.01%
68
624
$5.15K ﹤0.01%
200
625
$4.98K ﹤0.01%
171
-53
23 24
25
26 27