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
326
$32K 0.01%
338
327
$32K 0.01%
181
+75
328
$31.8K 0.01%
783
+1
329
$31.5K 0.01%
156
330
$31.3K 0.01%
1,330
331
$31.2K 0.01%
656
+8
332
$31.1K 0.01%
435
333
$30.9K 0.01%
461
334
$30.9K 0.01%
81
335
$30.9K 0.01%
1,300
336
$30.2K 0.01%
188
337
$30.1K 0.01%
253
338
$29.8K 0.01%
793
339
$29.8K 0.01%
1,409
340
$29.6K 0.01%
1,000
341
$29.4K 0.01%
270
-20
342
$29.3K 0.01%
750
343
$29.2K 0.01%
2,747
344
$28.8K 0.01%
400
345
$28.6K 0.01%
500
346
$28.6K 0.01%
112
347
$28.4K 0.01%
+100
348
$28.3K 0.01%
958
349
$28.1K 0.01%
200
350
$28K 0.01%
522
+93