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
351
$27.7K 0.01%
769
352
$27.3K 0.01%
500
353
$27.2K 0.01%
380
+1
354
$27.1K 0.01%
250
+1
355
$27.1K 0.01%
631
356
$27.1K 0.01%
600
357
$27K 0.01%
+52
358
$27K 0.01%
520
+192
359
$26.9K 0.01%
150
-82
360
$26.5K 0.01%
191
361
$26.5K 0.01%
1,141
+11
362
$26.2K 0.01%
820
-474
363
$26.2K 0.01%
238
364
$26K 0.01%
288
365
$26K 0.01%
2,463
+105
366
$26K 0.01%
203
367
$25.8K 0.01%
117
+63
368
$25.8K 0.01%
500
369
$25.6K 0.01%
2,595
+345
370
$25.5K 0.01%
1,000
371
$25.4K 0.01%
617
-239
372
$25.3K 0.01%
1,049
+9
373
$25.2K 0.01%
783
-611
374
$25K 0.01%
360
+1
375
$24.9K 0.01%
771
13 14
15
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