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
$218M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1
+$761K
2
+$708K
3
+$703K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$654K
5
CAT icon
Caterpillar
CAT
+$576K

Top Sells

1
+$573K
2
+$572K
3
+$415K
4
CRM icon
Salesforce
CRM
+$310K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$275K

Sector Composition

1 Technology 8.71%
2 Healthcare 5.82%
3 Consumer Discretionary 4.55%
4 Energy 3.63%
5 Financials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
+119
677
$1K ﹤0.01%
+25
678
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+11
679
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+27
680
$1K ﹤0.01%
+200
681
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+20
682
$1K ﹤0.01%
+85
683
$1K ﹤0.01%
+41
684
$1K ﹤0.01%
+4
685
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+36
686
$1K ﹤0.01%
+42
687
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+3
688
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+40
689
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690
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+23
691
$1K ﹤0.01%
+40
692
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+23
693
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+20
694
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695
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+5
696
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+37
697
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+5
698
$1K ﹤0.01%
+7
699
$1K ﹤0.01%
+2
700
$1K ﹤0.01%
+3
26 27
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