PA

PSI Advisors Portfolio holdings

AUM $398M
1-Year Est. Return 11.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.64%
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 +$5.32M
2 +$2.8M
3 +$2.14M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.1M
5
NVDA icon
NVIDIA
NVDA
+$618K

Top Sells

1 +$1.06M
2 +$980K
3 +$467K
4
TTD icon
Trade Desk
TTD
+$432K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$338K

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
451
$15.2K ﹤0.01%
100
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$15.1K ﹤0.01%
249
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+35
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398
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+55
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+220
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$14.5K ﹤0.01%
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$14.4K ﹤0.01%
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467
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+2
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$14.3K ﹤0.01%
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469
$13.9K ﹤0.01%
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103
+1
471
$13.7K ﹤0.01%
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+2
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$13.7K ﹤0.01%
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473
$13.6K ﹤0.01%
600
-200
474
$13.2K ﹤0.01%
207
+1
475
$13.2K ﹤0.01%
400