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
301
$38.8K 0.01%
2,101
302
$38.4K 0.01%
1,442
303
$38.4K 0.01%
4,885
304
$38.4K 0.01%
400
305
$38.1K 0.01%
976
306
$37.9K 0.01%
1,060
307
$37.2K 0.01%
359
+2
308
$37.2K 0.01%
1,078
+2
309
$36.9K 0.01%
830
310
$36.5K 0.01%
1,097
+16
311
$36.4K 0.01%
438
312
$35.5K 0.01%
437
+182
313
$35.3K 0.01%
459
+1
314
$35.1K 0.01%
1,673
+815
315
$35.1K 0.01%
587
316
$34.8K 0.01%
2,156
+1,007
317
$34.3K 0.01%
641
+186
318
$34.2K 0.01%
2,500
+200
319
$34.2K 0.01%
712
320
$33.9K 0.01%
249
+200
321
$33.9K 0.01%
1,056
-700
322
$33.9K 0.01%
88
323
$33.6K 0.01%
97
324
$33K 0.01%
509
325
$32.1K 0.01%
2,270
11 12
13
14 15