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
501
$11.3K ﹤0.01%
+400
502
$11.3K ﹤0.01%
200
503
$11.3K ﹤0.01%
106
504
$11.3K ﹤0.01%
227
505
$11.2K ﹤0.01%
229
+1
506
$11K ﹤0.01%
202
507
$10.9K ﹤0.01%
110
+1
508
$10.8K ﹤0.01%
181
509
$10.7K ﹤0.01%
137
510
$10.6K ﹤0.01%
262
511
$10.6K ﹤0.01%
195
512
$10.6K ﹤0.01%
460
513
$10.6K ﹤0.01%
50
514
$10.5K ﹤0.01%
18
+1
515
$10.5K ﹤0.01%
137
516
$10.3K ﹤0.01%
293
517
$10.3K ﹤0.01%
200
518
$10.3K ﹤0.01%
302
519
$10.2K ﹤0.01%
+500
520
$10.1K ﹤0.01%
500
521
$10.1K ﹤0.01%
2,000
522
$10K ﹤0.01%
424
-28
523
$10K ﹤0.01%
87
524
$9.93K ﹤0.01%
187
525
$9.93K ﹤0.01%
+202