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
476
$13.1K ﹤0.01%
165
477
$13.1K ﹤0.01%
391
478
$13.1K ﹤0.01%
50
479
$13K ﹤0.01%
283
480
$12.9K ﹤0.01%
155
-139
481
$12.8K ﹤0.01%
404
+1
482
$12.8K ﹤0.01%
283
-116
483
$12.7K ﹤0.01%
500
484
$12.7K ﹤0.01%
505
-225
485
$12.6K ﹤0.01%
1,368
-610
486
$12.6K ﹤0.01%
2,000
487
$12.5K ﹤0.01%
255
+204
488
$12.4K ﹤0.01%
109
+1
489
$12.4K ﹤0.01%
238
-163
490
$12.3K ﹤0.01%
317
-81
491
$12.3K ﹤0.01%
25
492
$12.2K ﹤0.01%
950
493
$12.2K ﹤0.01%
700
494
$11.9K ﹤0.01%
96
495
$11.8K ﹤0.01%
465
496
$11.7K ﹤0.01%
250
497
$11.7K ﹤0.01%
191
498
$11.7K ﹤0.01%
500
-155
499
$11.6K ﹤0.01%
50
500
$11.4K ﹤0.01%
92
18 19
20
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