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
351
$24.6K 0.01%
10,791
-2,056
352
$24.6K 0.01%
1,031
+7
353
$24.5K 0.01%
449
-85
354
$24.4K 0.01%
238
355
$24.3K 0.01%
700
356
$24.1K 0.01%
2,047
-1,000
357
$23.9K 0.01%
958
358
$23.7K 0.01%
260
+22
359
$23.6K 0.01%
200
360
$23.5K 0.01%
288
361
$23.4K 0.01%
246
362
$23.1K 0.01%
213
363
$23K 0.01%
92
364
$22.9K 0.01%
131
-21
365
$22.8K 0.01%
535
366
$22.8K 0.01%
358
+2
367
$22.7K 0.01%
313
368
$22.7K 0.01%
431
+255
369
$22.7K 0.01%
191
370
$22.7K 0.01%
90
371
$22.6K 0.01%
437
372
$22.6K 0.01%
450
-250
373
$22.4K 0.01%
294
+139
374
$22K 0.01%
201
-126
375
$21.9K 0.01%
606
-29