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
526
$9.86K ﹤0.01%
47
527
$9.65K ﹤0.01%
230
-93
528
$9.55K ﹤0.01%
203
529
$9.53K ﹤0.01%
32
530
$9.52K ﹤0.01%
94
-35
531
$9.51K ﹤0.01%
150
532
$9.47K ﹤0.01%
75
533
$9.36K ﹤0.01%
162
534
$9.23K ﹤0.01%
600
535
$9.17K ﹤0.01%
11
536
$9.12K ﹤0.01%
18
537
$9.07K ﹤0.01%
69
538
$9.06K ﹤0.01%
185
539
$9.01K ﹤0.01%
18
540
$9.01K ﹤0.01%
105
541
$8.98K ﹤0.01%
60
542
$8.91K ﹤0.01%
200
543
$8.81K ﹤0.01%
141
+1
544
$8.67K ﹤0.01%
354
+62
545
$8.65K ﹤0.01%
55
546
$8.58K ﹤0.01%
39
-4
547
$8.51K ﹤0.01%
734
548
$8.5K ﹤0.01%
100
549
$8.42K ﹤0.01%
2
550
$8.41K ﹤0.01%
181
20 21
22
23 24