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
651
$3.9K ﹤0.01%
200
652
$3.88K ﹤0.01%
75
653
$3.87K ﹤0.01%
125
654
$3.83K ﹤0.01%
1,800
655
$3.83K ﹤0.01%
107
-210
656
$3.8K ﹤0.01%
140
-44
657
$3.79K ﹤0.01%
100
658
$3.79K ﹤0.01%
100
659
$3.75K ﹤0.01%
90
660
$3.74K ﹤0.01%
84
-39
661
$3.64K ﹤0.01%
85
662
$3.63K ﹤0.01%
40
663
$3.6K ﹤0.01%
115
+95
664
$3.48K ﹤0.01%
12
-20
665
$3.46K ﹤0.01%
172
666
$3.45K ﹤0.01%
56
667
$3.4K ﹤0.01%
72
668
$3.4K ﹤0.01%
100
669
$3.38K ﹤0.01%
40
670
$3.36K ﹤0.01%
100
671
$3.33K ﹤0.01%
8
-10
672
$3.32K ﹤0.01%
272
673
$3.28K ﹤0.01%
+181
674
$3.24K ﹤0.01%
650
675
$3.23K ﹤0.01%
+71
25 26
27
28 29