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
526
$7.31K ﹤0.01%
190
527
$7.29K ﹤0.01%
48
528
$7.28K ﹤0.01%
180
-1
529
$7.2K ﹤0.01%
1,000
530
$7.02K ﹤0.01%
629
531
$6.97K ﹤0.01%
+600
532
$6.95K ﹤0.01%
121
-6
533
$6.93K ﹤0.01%
102
+1
534
$6.87K ﹤0.01%
139
535
$6.85K ﹤0.01%
100
536
$6.84K ﹤0.01%
102
537
$6.73K ﹤0.01%
211
+3
538
$6.72K ﹤0.01%
185
539
$6.7K ﹤0.01%
200
540
$6.68K ﹤0.01%
703
541
$6.68K ﹤0.01%
118
542
$6.64K ﹤0.01%
306
+1
543
$6.5K ﹤0.01%
61
544
$6.5K ﹤0.01%
60
-60
545
$6.48K ﹤0.01%
190
546
$6.4K ﹤0.01%
325
547
$6.33K ﹤0.01%
32
548
$6.29K ﹤0.01%
70
549
$6.28K ﹤0.01%
96
550
$6.24K ﹤0.01%
160
20 21
22
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