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PSI Advisors Portfolio holdings

AUM $418M
1-Year Est. Return 15.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$246M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
835
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.16M
3
+$1.08M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$1.04M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$963K

Top Sells

1
+$1.15M
2
+$872K
3
+$743K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$704K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$703K

Sector Composition

1 Technology 9.06%
2 Healthcare 5.66%
3 Consumer Discretionary 4.18%
4 Financials 3.41%
5 Energy 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
10
+5
677
$2K ﹤0.01%
100
678
$2K ﹤0.01%
+100
679
$2K ﹤0.01%
+200
680
$1K ﹤0.01%
5
681
$1K ﹤0.01%
119
682
$1K ﹤0.01%
+8
683
$1K ﹤0.01%
+6
684
$1K ﹤0.01%
+19
685
$1K ﹤0.01%
11
686
$1K ﹤0.01%
+10
687
$1K ﹤0.01%
+8
688
$1K ﹤0.01%
200
689
$1K ﹤0.01%
+5
690
$1K ﹤0.01%
20
691
$1K ﹤0.01%
+7
692
$1K ﹤0.01%
400
-1,000
693
$1K ﹤0.01%
200
-450
694
$1K ﹤0.01%
85
695
$1K ﹤0.01%
+42
696
$1K ﹤0.01%
133
697
$1K ﹤0.01%
4
698
$1K ﹤0.01%
36
699
$1K ﹤0.01%
42
700
$1K ﹤0.01%
5
+2
26 27
28
29 30