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
451
$15.2K ﹤0.01%
100
452
$15.1K ﹤0.01%
249
453
$15.1K ﹤0.01%
+35
454
$14.9K ﹤0.01%
200
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500
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239
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110
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398
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$14.7K ﹤0.01%
195
+55
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$14.6K ﹤0.01%
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$14.5K ﹤0.01%
430
-83
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$14.5K ﹤0.01%
275
+220
465
$14.5K ﹤0.01%
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466
$14.4K ﹤0.01%
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467
$14.3K ﹤0.01%
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+2
468
$14.3K ﹤0.01%
60
469
$13.9K ﹤0.01%
121
470
$13.9K ﹤0.01%
103
+1
471
$13.7K ﹤0.01%
285
+2
472
$13.7K ﹤0.01%
368
473
$13.6K ﹤0.01%
600
-200
474
$13.2K ﹤0.01%
207
+1
475
$13.2K ﹤0.01%
400