PA
PSI Advisors Portfolio holdings
AUM
$204M
1-Year Return
8.65%
This Quarter Return
+9.08%
1 Year Return
+8.65%
3 Year Return
+49.66%
5 Year Return
+88.66%
10 Year Return
–
AUM
$246M
AUM Growth
+$28.1M
(+13%)
Cap. Flow
+$8.95M
Cap. Flow
% of AUM
3.64%
Top 10 Holdings %
Top 10 Hldgs %
38.78%
Holding
835
New
103
Increased
184
Reduced
163
Closed
31
Top Buys
| 1 |
First Trust NASDAQ Technology Dividend Index Fund
TDIV
|
$1.22M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$1.21M |
| 3 |
VanEck Gold Miners ETF
GDX
|
$1.08M |
| 4 |
Invesco Variable Rate Investment Grade ETF
VRIG
|
$1.04M |
| 5 |
VanEck Semiconductor ETF
SMH
|
$1.03M |
Top Sells
Sector Composition
| 1 | Technology | 9.06% |
| 2 | Healthcare | 5.67% |
| 3 | Consumer Discretionary | 4.18% |
| 4 | Financials | 3.41% |
| 5 | Energy | 2.98% |
