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
626
$4.96K ﹤0.01%
263
627
$4.9K ﹤0.01%
172
-53
628
$4.9K ﹤0.01%
106
629
$4.88K ﹤0.01%
147
+3
630
$4.79K ﹤0.01%
21
631
$4.72K ﹤0.01%
2,500
632
$4.72K ﹤0.01%
600
+150
633
$4.71K ﹤0.01%
200
634
$4.65K ﹤0.01%
+22
635
$4.61K ﹤0.01%
42
636
$4.57K ﹤0.01%
25
-3
637
$4.51K ﹤0.01%
158
+3
638
$4.49K ﹤0.01%
15
639
$4.48K ﹤0.01%
77
640
$4.43K ﹤0.01%
109
+7
641
$4.35K ﹤0.01%
53
+1
642
$4.26K ﹤0.01%
15
643
$4.24K ﹤0.01%
126
+1
644
$4.19K ﹤0.01%
177
645
$4.13K ﹤0.01%
100
646
$4.1K ﹤0.01%
31
+19
647
$4.09K ﹤0.01%
165
-52
648
$4.08K ﹤0.01%
61
649
$4.03K ﹤0.01%
102
650
$3.96K ﹤0.01%
80
-50
24 25
26
27 28