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PA
PSI Advisors Portfolio holdings
AUM
$418M
1-Year Est. Return
15.55%
This Fund
S&P 500
1 Year Est. Return
+15.55%
AUM
$337M
AUM Growth
-$4.4M
(-1.3%)
Holding
948
Top Buys
| 1 | +$5.84M | |
| 2 | +$2.73M | |
| 3 | +$2.12M | |
| 4 |
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
|
+$1.79M |
| 5 |
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
+$1.37M |
Top Sells
| 1 | +$6.92M | |
| 2 | +$5.59M | |
| 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 | 3.47% |
| 4 | Financials | 1.96% |
| 5 | Healthcare | 1.95% |