PA

PSI Advisors Portfolio holdings

AUM $388M
1-Year Est. Return 10%
This Quarter Est. Return
1 Year Est. Return
+10%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$2.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$930K
3
+$718K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$614K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$545K

Top Sells

1
+$2.94M
2
+$2.09M
3
+$2.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$830K

Sector Composition

1 Technology 7.88%
2 Energy 5.01%
3 Consumer Discretionary 3.34%
4 Financials 3.28%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$58.4K 0.03%
1,187
+1
202
$57.8K 0.03%
1,209
-410
203
$57.7K 0.03%
349
204
$57.5K 0.03%
2,020
+38
205
$55.6K 0.03%
756
-100
206
$55.1K 0.03%
710
+59
207
$55K 0.03%
738
+256
208
$54.6K 0.03%
1,200
-400
209
$54.6K 0.03%
1,635
210
$54.6K 0.03%
800
211
$54.5K 0.03%
2,258
+5
212
$54.2K 0.03%
497
+1
213
$54K 0.03%
497
+1
214
$53.4K 0.03%
600
215
$53.3K 0.03%
2,216
216
$52.6K 0.03%
585
217
$51.4K 0.03%
905
+125
218
$51K 0.03%
2,155
+100
219
$50.6K 0.03%
527
220
$50.6K 0.03%
3,380
221
$49.9K 0.03%
386
222
$49.9K 0.03%
190
-148
223
$49.2K 0.03%
331
+1
224
$48.7K 0.03%
347
225
$47.3K 0.03%
3,825
7 8
9
10 11