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
601
$1.18K ﹤0.01%
5
602
$1.18K ﹤0.01%
24
-128
603
$1.15K ﹤0.01%
27
604
$1.15K ﹤0.01%
100
605
$1.14K ﹤0.01%
500
606
$1.11K ﹤0.01%
+18
607
$1.11K ﹤0.01%
3
608
$1.1K ﹤0.01%
14
-129
609
$1.06K ﹤0.01%
+2,000
610
$1.05K ﹤0.01%
5
611
$996 ﹤0.01%
22
612
$983 ﹤0.01%
13
-6
613
$978 ﹤0.01%
24
614
$966 ﹤0.01%
20
615
$946 ﹤0.01%
1
-6
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$940 ﹤0.01%
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617
$934 ﹤0.01%
22
-11
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$919 ﹤0.01%
47
-44
619
$917 ﹤0.01%
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-2
620
$912 ﹤0.01%
50
621
$909 ﹤0.01%
2
622
$872 ﹤0.01%
8
623
$847 ﹤0.01%
66
624
$842 ﹤0.01%
44
-1,207
625
$839 ﹤0.01%
44
23 24
25
26 27