We are live on ! Find out more
PA

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
$190M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.96M
3
+$3.61M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.05M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$793K

Top Sells

1
+$2.53M
2
+$2.2M
3
+$1.61M
4
ABBV icon
AbbVie
ABBV
+$899K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$522K

Sector Composition

1 Technology 7.99%
2 Healthcare 4.78%
3 Energy 4.51%
4 Consumer Discretionary 3.85%
5 Financials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
10
677
$1K ﹤0.01%
10
678
$1K ﹤0.01%
13
679
$1K ﹤0.01%
11
680
$1K ﹤0.01%
15
681
$1K ﹤0.01%
17
682
$1K ﹤0.01%
50
683
$1K ﹤0.01%
41
684
$1K ﹤0.01%
14
685
$1K ﹤0.01%
+200
686
$1K ﹤0.01%
+9
687
$1K ﹤0.01%
269
688
$1K ﹤0.01%
20
+5
689
$1K ﹤0.01%
+8
690
$1K ﹤0.01%
15
691
$1K ﹤0.01%
59
692
$1K ﹤0.01%
40
693
$1K ﹤0.01%
14
694
$1K ﹤0.01%
+75
695
$1K ﹤0.01%
175
696
$1K ﹤0.01%
300
697
$1K ﹤0.01%
61
698
$1K ﹤0.01%
36
699
$1K ﹤0.01%
49
700
$1K ﹤0.01%
+19
26 27
28
29 30