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
401
$22.1K 0.01%
226
402
$22K 0.01%
2,100
+400
403
$21.9K 0.01%
1,061
404
$21.5K 0.01%
331
+1
405
$20.9K 0.01%
185
-93
406
$20.7K 0.01%
391
407
$20.6K 0.01%
785
408
$20.5K 0.01%
729
-231
409
$20.5K 0.01%
244
410
$20.1K 0.01%
269
+116
411
$20K 0.01%
200
412
$20K 0.01%
450
413
$19.9K 0.01%
950
414
$19.7K 0.01%
200
415
$19.5K 0.01%
351
+221
416
$19.3K 0.01%
1,050
417
$18.9K 0.01%
330
418
$18.8K 0.01%
410
419
$18.5K 0.01%
895
420
$18.4K 0.01%
1,351
421
$18.3K 0.01%
715
+1
422
$18.3K 0.01%
349
+2
423
$18.2K 0.01%
543
+5
424
$18K 0.01%
500
425
$17.8K 0.01%
904
15 16
17
18 19