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
$243M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
839
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.61M
3
+$1.16M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$846K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$774K

Top Sells

1
+$1.33M
2
+$803K
3
+$766K
4
GIS icon
General Mills
GIS
+$449K
5
CAT icon
Caterpillar
CAT
+$332K

Sector Composition

1 Technology 8.76%
2 Healthcare 5.6%
3 Consumer Discretionary 3.79%
4 Energy 3.69%
5 Financials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-250
752
$0 ﹤0.01%
1
753
– –
-173
754
$0 ﹤0.01%
1
755
$0 ﹤0.01%
2
756
– –
-86
757
$0 ﹤0.01%
5
758
$0 ﹤0.01%
2
759
$0 ﹤0.01%
1
760
– –
-50
761
$0 ﹤0.01%
4
762
– –
-400
763
– –
-250
764
– –
-448
765
$0 ﹤0.01%
1
766
– –
-1,192
767
$0 ﹤0.01%
2
768
$0 ﹤0.01%
3
769
$0 ﹤0.01%
1
770
$0 ﹤0.01%
9
771
$0 ﹤0.01%
4
772
$0 ﹤0.01%
2
773
$0 ﹤0.01%
1
774
$0 ﹤0.01%
1
-1
775
– –
-518
29 30
31
32 33