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
276
$46.7K 0.01%
427
277
$46.5K 0.01%
586
+2
278
$46.5K 0.01%
325
279
$46.4K 0.01%
1,502
280
$46.4K 0.01%
2,328
-206
281
$46.1K 0.01%
1,042
282
$45.9K 0.01%
623
283
$44.9K 0.01%
176
-43
284
$44.1K 0.01%
709
285
$44K 0.01%
402
286
$43.3K 0.01%
606
+3
287
$42.2K 0.01%
326
+2
288
$42.1K 0.01%
1,180
289
$41.8K 0.01%
2,120
+250
290
$41.6K 0.01%
951
-1,000
291
$41.6K 0.01%
+784
292
$41.5K 0.01%
170
293
$41.2K 0.01%
244
294
$40.8K 0.01%
8,957
-1,900
295
$40.7K 0.01%
1,171
-279
296
$40.7K 0.01%
100
297
$39.9K 0.01%
569
298
$39.3K 0.01%
+160
299
$39.1K 0.01%
417
300
$38.9K 0.01%
1,722
10 11
12
13 14