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PSI Advisors Portfolio holdings

AUM $418M
1-Year Est. Return 15.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$1.73M
3
+$1.49M
4
VSTO
Vista Outdoor Inc.
VSTO
+$903K
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$847K

Top Sells

1
+$4.38M
2
+$3.32M
3
+$2.19M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.18M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.06M

Sector Composition

1 Technology 8.35%
2 Healthcare 6.1%
3 Energy 4.12%
4 Consumer Discretionary 3.68%
5 Financials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
19
627
$2K ﹤0.01%
24
628
$2K ﹤0.01%
11
629
$2K ﹤0.01%
62
630
$2K ﹤0.01%
500
631
$2K ﹤0.01%
55
632
$2K ﹤0.01%
200
633
$2K ﹤0.01%
500
634
$2K ﹤0.01%
50
635
$2K ﹤0.01%
24
636
$2K ﹤0.01%
+15
637
$2K ﹤0.01%
+41
638
$2K ﹤0.01%
+36
639
$2K ﹤0.01%
26
640
$2K ﹤0.01%
+100
641
$2K ﹤0.01%
300
+200
642
$2K ﹤0.01%
+100
643
$2K ﹤0.01%
36
644
$2K ﹤0.01%
100
645
$2K ﹤0.01%
36
646
$2K ﹤0.01%
3,500
647
$1K ﹤0.01%
40
648
$1K ﹤0.01%
42
649
$1K ﹤0.01%
19
650
$1K ﹤0.01%
27
24 25
26
27 28