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
$418M
AUM Growth
+$19.4M
(+4.9%)
Holding
163
Top Buys
| 1 | +$8.27M | |
| 2 | +$5.18M | |
| 3 | +$3.9M | |
| 4 |
NEOS Nasdaq 100 High Income ETF
QQQI
|
+$1.82M |
| 5 |
WCMI
First Trust WCM International Equity ETF
WCMI
|
+$1.72M |
Top Sells
| 1 | +$9.26M | |
| 2 | +$6.18M | |
| 3 | +$3.9M | |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$2.66M |
| 5 |
iShares Semiconductor ETF
SOXX
|
+$1.44M |
Sector Composition
| 1 | Technology | 5.17% |
| 2 | Energy | 2.44% |
| 3 | Healthcare | 1.69% |
| 4 | Consumer Discretionary | 1.54% |
| 5 | Communication Services | 1.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Salesforce
CRM
$157B
| – | – |
-825
|
|
||
152
CVS Health
CVS
$116B
| – | – |
-3,586
|
|
||
153
Esperion Therapeutics
ESPR
$806M
| – | – |
-22,344
|
|
||
154
Qualcomm
QCOM
$265B
| – | – |
-1,189
|
|
||
155
iShares 20+ Year Treasury Bond ETF
TLT
$43.7B
| – | – |
-70,913
|
|
||
156
Trade Desk
TTD
$10.1B
| – | – |
-6,620
|
|