PA
PSI Advisors Portfolio holdings
AUM
$204M
1-Year Return
8.65%
This Quarter Return
+1.57%
1 Year Return
+8.65%
3 Year Return
+49.66%
5 Year Return
+88.66%
10 Year Return
–
AUM
$316M
AUM Growth
+$39.2M
(+14%)
Cap. Flow
+$35.1M
Cap. Flow
% of AUM
11.1%
Top 10 Holdings %
Top 10 Hldgs %
46.17%
Holding
916
New
113
Increased
255
Reduced
144
Closed
41
Top Buys
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.48M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$2.06M |
| 3 |
VanEck Gold Miners ETF
GDX
|
+$1.33M |
| 4 |
iShares Silver Trust
SLV
|
+$1.17M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$630K |
Sector Composition
| 1 | Technology | 6.8% |
| 2 | Energy | 3.56% |
| 3 | Consumer Discretionary | 2.84% |
| 4 | Healthcare | 2.31% |
| 5 | Industrials | 1.97% |
