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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
701
$1K ﹤0.01%
+2
702
$1K ﹤0.01%
30
+10
703
$1K ﹤0.01%
23
704
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30
705
$1K ﹤0.01%
+7
706
$1K ﹤0.01%
5
707
$1K ﹤0.01%
5
708
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709
$1K ﹤0.01%
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710
$1K ﹤0.01%
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711
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8
+1
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$1K ﹤0.01%
2
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$1K ﹤0.01%
3
714
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8
715
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+5
716
$1K ﹤0.01%
62
717
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718
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+61
719
$1K ﹤0.01%
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720
$1K ﹤0.01%
10
721
$1K ﹤0.01%
+5
722
$1K ﹤0.01%
667
723
$1K ﹤0.01%
7
724
$1K ﹤0.01%
+80
725
$1K ﹤0.01%
10
27 28
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