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
676
$3.16K ﹤0.01%
86
677
$3.1K ﹤0.01%
91
-100
678
$3.06K ﹤0.01%
+130
679
$3.06K ﹤0.01%
103
+1
680
$3.04K ﹤0.01%
220
681
$3.04K ﹤0.01%
184
682
$3.01K ﹤0.01%
160
683
$2.99K ﹤0.01%
+74
684
$2.97K ﹤0.01%
79
-223
685
$2.94K ﹤0.01%
+50
686
$2.94K ﹤0.01%
61
687
$2.92K ﹤0.01%
55
-172
688
$2.9K ﹤0.01%
200
689
$2.81K ﹤0.01%
50
690
$2.77K ﹤0.01%
100
691
$2.75K ﹤0.01%
47
-144
692
$2.75K ﹤0.01%
+42
693
$2.74K ﹤0.01%
135
-35
694
$2.69K ﹤0.01%
+26
695
$2.67K ﹤0.01%
46
-1
696
$2.66K ﹤0.01%
86
+56
697
$2.65K ﹤0.01%
3,400
698
$2.59K ﹤0.01%
92
699
$2.58K ﹤0.01%
47
-140
700
$2.57K ﹤0.01%
100
26 27
28
29 30