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
501
$8.67K ﹤0.01%
726
-5
502
$8.61K ﹤0.01%
100
503
$8.53K ﹤0.01%
100
-1
504
$8.29K ﹤0.01%
184
505
$8.28K ﹤0.01%
360
+160
506
$8.25K ﹤0.01%
50
507
$8.23K ﹤0.01%
23
508
$8.23K ﹤0.01%
223
509
$8.01K ﹤0.01%
139
-1
510
$8K ﹤0.01%
+224
511
$7.92K ﹤0.01%
800
+400
512
$7.92K ﹤0.01%
60
513
$7.84K ﹤0.01%
269
-444
514
$7.83K ﹤0.01%
2,275
+75
515
$7.8K ﹤0.01%
150
516
$7.77K ﹤0.01%
450
517
$7.75K ﹤0.01%
32
518
$7.73K ﹤0.01%
55
519
$7.63K ﹤0.01%
122
520
$7.6K ﹤0.01%
1,794
521
$7.51K ﹤0.01%
+75
522
$7.47K ﹤0.01%
156
-115
523
$7.45K ﹤0.01%
50
524
$7.42K ﹤0.01%
1,000
525
$7.37K ﹤0.01%
149
19 20
21
22 23