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
426
$17.7K 0.01%
2,100
-500
427
$17.5K 0.01%
1,907
-1,203
428
$17.3K 0.01%
546
429
$17.3K 0.01%
332
430
$17.3K 0.01%
1,540
+50
431
$17.3K 0.01%
84
432
$17.1K 0.01%
255
433
$17.1K 0.01%
44
+24
434
$17.1K 0.01%
447
-77
435
$17K 0.01%
622
+104
436
$16.9K 0.01%
238
437
$16.9K 0.01%
388
438
$16.4K ﹤0.01%
322
439
$16.4K ﹤0.01%
700
-500
440
$16.3K ﹤0.01%
640
+10
441
$16.3K ﹤0.01%
58
+20
442
$16.2K ﹤0.01%
100
443
$16.2K ﹤0.01%
695
-108
444
$16.1K ﹤0.01%
178
445
$16.1K ﹤0.01%
90
446
$15.9K ﹤0.01%
550
447
$15.9K ﹤0.01%
44
448
$15.8K ﹤0.01%
+1,100
449
$15.6K ﹤0.01%
453
+2
450
$15.3K ﹤0.01%
100
16 17
18
19 20