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
626
$1.42K ﹤0.01%
32
627
$1.37K ﹤0.01%
19
628
$1.33K ﹤0.01%
120
-49
629
$1.31K ﹤0.01%
8
630
$1.3K ﹤0.01%
4
631
$1.3K ﹤0.01%
8
632
$1.29K ﹤0.01%
40
633
$1.28K ﹤0.01%
200
634
$1.28K ﹤0.01%
50
635
$1.23K ﹤0.01%
5
636
$1.23K ﹤0.01%
500
637
$1.21K ﹤0.01%
49
638
$1.21K ﹤0.01%
75
639
$1.21K ﹤0.01%
15
640
$1.21K ﹤0.01%
29
-254
641
$1.2K ﹤0.01%
75
642
$1.2K ﹤0.01%
9
643
$1.19K ﹤0.01%
15
644
$1.15K ﹤0.01%
15
-130
645
$1.14K ﹤0.01%
24
-589
646
$1.14K ﹤0.01%
10
647
$1.1K ﹤0.01%
15
648
$1.1K ﹤0.01%
5
649
$1.1K ﹤0.01%
67
650
$1.08K ﹤0.01%
35
24 25
26
27 28