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
$341M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.87M
3
+$2.22M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.14M
5
NVDA icon
NVIDIA
NVDA
+$636K

Top Sells

1
+$1.07M
2
+$1.02M
3
+$485K
4
TTD icon
Trade Desk
TTD
+$475K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$350K

Sector Composition

1 Technology 6.39%
2 Energy 3.23%
3 Consumer Discretionary 2.9%
4 Healthcare 2.14%
5 Industrials 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$67.9K 0.02%
381
227
$67.9K 0.02%
225
228
$66.8K 0.02%
250
229
$66.3K 0.02%
1,120
230
$65.9K 0.02%
2,250
231
$65.9K 0.02%
560
232
$65.6K 0.02%
730
+1
233
$64.2K 0.02%
654
+241
234
$64.1K 0.02%
653
+109
235
$63.9K 0.02%
1,200
236
$62.6K 0.02%
1,478
237
$61.9K 0.02%
674
+1
238
$61.9K 0.02%
999
239
$61K 0.02%
2,605
+1,190
240
$60.8K 0.02%
936
+2
241
$60.8K 0.02%
1,550
242
$60.5K 0.02%
844
+3
243
$59.8K 0.02%
1,964
244
$59.7K 0.02%
241
+1
245
$59.7K 0.02%
+513
246
$59.5K 0.02%
474
247
$59.4K 0.02%
616
248
$56.8K 0.02%
2,800
+300
249
$56.6K 0.02%
928
+5
250
$56K 0.02%
2,104
+1
8 9
10
11 12