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
251
$56K 0.02%
538
+1
252
$55.7K 0.02%
477
-77
253
$55.1K 0.02%
624
+130
254
$54.3K 0.02%
1,534
255
$54.2K 0.02%
2,309
-740
256
$54.1K 0.02%
462
+2
257
$53.5K 0.02%
1,841
+9
258
$53.3K 0.02%
275
259
$53.3K 0.02%
464
+35
260
$52.5K 0.02%
600
261
$52.3K 0.02%
493
-30
262
$52.3K 0.02%
2,000
-1,010
263
$52.2K 0.02%
432
+2
264
$51.6K 0.02%
498
265
$51.6K 0.02%
340
266
$51K 0.01%
180
267
$50.6K 0.01%
+300
268
$50.1K 0.01%
413
+1
269
$49.9K 0.01%
48
270
$48.4K 0.01%
1,075
-100
271
$48K 0.01%
977
272
$47.8K 0.01%
342
273
$47.6K 0.01%
568
-400
274
$47K 0.01%
988
-130
275
$46.8K 0.01%
159
9 10
11
12 13