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
376
$24.8K 0.01%
201
377
$24.8K 0.01%
255
378
$24.7K 0.01%
433
+1
379
$24.6K 0.01%
50
380
$24.5K 0.01%
214
381
$24.4K 0.01%
261
382
$24.4K 0.01%
700
383
$24.3K 0.01%
93
+1
384
$24K 0.01%
187
385
$23.5K 0.01%
313
386
$23.5K 0.01%
216
387
$23.4K 0.01%
267
388
$23.3K 0.01%
1,000
389
$23.1K 0.01%
300
390
$23K 0.01%
107
391
$22.9K 0.01%
309
+2
392
$22.9K 0.01%
+550
393
$22.9K 0.01%
1,450
+750
394
$22.6K 0.01%
87
395
$22.6K 0.01%
189
+152
396
$22.5K 0.01%
201
397
$22.3K 0.01%
1,000
398
$22.3K 0.01%
13,500
399
$22.3K 0.01%
131
400
$22.2K 0.01%
3,500
-4,146