PA
PSI Advisors Portfolio holdings
AUM
$204M
1-Year Return
8.65%
This Quarter Return
+6.62%
1 Year Return
+8.65%
3 Year Return
+49.66%
5 Year Return
+88.66%
10 Year Return
–
AUM
$204M
AUM Growth
-$104M
(-34%)
Cap. Flow
-$118M
Cap. Flow
% of AUM
-58.03%
Top 10 Holdings %
Top 10 Hldgs %
61.29%
Holding
775
New
17
Increased
49
Reduced
40
Closed
660
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$7.49M |
| 2 |
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
|
$7.35M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$4.53M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$4.13M |
| 5 |
Microsoft
MSFT
|
$2.73M |
Top Sells
Sector Composition
| 1 | Technology | 9.71% |
| 2 | Energy | 3.73% |
| 3 | Healthcare | 2.98% |
| 4 | Consumer Discretionary | 2.82% |
| 5 | Communication Services | 2.39% |
