PA

PSI Advisors Portfolio holdings

AUM $204M
1-Year Est. Return 8.65%
This Quarter Est. Return
1 Year Est. Return
+8.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1 +$7.71M
2 +$3.85M
3 +$3.67M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$3.14M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.11M

Top Sells

1 +$6.94M
2 +$5.1M
3 +$4.51M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.89M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.75M

Sector Composition

1 Technology 6.78%
2 Energy 4.06%
3 Consumer Discretionary 2.91%
4 Healthcare 2.71%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$10.3K ﹤0.01%
+18
477
$10.3K ﹤0.01%
+125
478
$10.2K ﹤0.01%
101
479
$10.2K ﹤0.01%
+391
480
$10.1K ﹤0.01%
+90
481
$10.1K ﹤0.01%
100
482
$10.1K ﹤0.01%
200
483
$9.98K ﹤0.01%
25
484
$9.97K ﹤0.01%
136
-1
485
$9.83K ﹤0.01%
143
486
$9.77K ﹤0.01%
75
487
$9.63K ﹤0.01%
302
488
$9.59K ﹤0.01%
226
+1
489
$9.55K ﹤0.01%
50
490
$9.53K ﹤0.01%
500
+250
491
$9.47K ﹤0.01%
264
+1
492
$9.45K ﹤0.01%
96
493
$9.4K ﹤0.01%
38
494
$9.26K ﹤0.01%
194
-1
495
$9.21K ﹤0.01%
200
496
$9.12K ﹤0.01%
500
497
$8.95K ﹤0.01%
153
498
$8.74K ﹤0.01%
105
499
$8.72K ﹤0.01%
203
500
$8.69K ﹤0.01%
44