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
651
$1.08K ﹤0.01%
36
652
$1.05K ﹤0.01%
50
653
$1.05K ﹤0.01%
10
654
$1.05K ﹤0.01%
14
655
$1.04K ﹤0.01%
5
656
$994 ﹤0.01%
42
657
$992 ﹤0.01%
4
658
$979 ﹤0.01%
420
659
$948 ﹤0.01%
20
660
$943 ﹤0.01%
32
-1,056
661
$943 ﹤0.01%
+13
662
$940 ﹤0.01%
100
-125
663
$899 ﹤0.01%
50
664
$878 ﹤0.01%
5
665
$869 ﹤0.01%
15
-56
666
$865 ﹤0.01%
500
667
$861 ﹤0.01%
26
668
$858 ﹤0.01%
22
-1,570
669
$845 ﹤0.01%
13
670
$841 ﹤0.01%
11
671
$836 ﹤0.01%
3
672
$822 ﹤0.01%
25
+5
673
$819 ﹤0.01%
100
674
$812 ﹤0.01%
7
675
$804 ﹤0.01%
7
25 26
27
28 29