PA

PSI Advisors Portfolio holdings

AUM $204M
1-Year Est. Return 8.65%
This Quarter Est. Return
1 Year Est. Return
+8.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1 +$7.71M
2 +$3.85M
3 +$3.67M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.14M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.11M

Top Sells

1 +$6.94M
2 +$5.1M
3 +$4.51M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.89M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.75M

Sector Composition

1 Technology 6.78%
2 Energy 4.06%
3 Consumer Discretionary 2.91%
4 Healthcare 2.71%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$28.6K 0.01%
500
327
$28.4K 0.01%
793
328
$28.4K 0.01%
500
329
$28.4K 0.01%
400
330
$28.2K 0.01%
525
331
$28.1K 0.01%
391
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$27.8K 0.01%
769
333
$27.7K 0.01%
261
+2
334
$27.6K 0.01%
1,635
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335
$27.1K 0.01%
756
336
$26.7K 0.01%
500
-499
337
$26.5K 0.01%
246
338
$26.4K 0.01%
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339
$26.1K 0.01%
400
340
$26K 0.01%
87
341
$25.8K 0.01%
960
+240
342
$25.7K 0.01%
187
343
$25.4K 0.01%
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$25.3K 0.01%
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$24.9K 0.01%
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346
$24.9K 0.01%
1,000
347
$24.8K 0.01%
287
348
$24.8K 0.01%
376
+50
349
$24.8K 0.01%
+200
350
$24.7K 0.01%
205