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
551
$8.38K ﹤0.01%
100
552
$8.32K ﹤0.01%
450
553
$8.3K ﹤0.01%
500
554
$8.11K ﹤0.01%
118
555
$8.07K ﹤0.01%
2,200
-500
556
$8.05K ﹤0.01%
25
-53
557
$8.04K ﹤0.01%
188
-100
558
$7.96K ﹤0.01%
703
559
$7.95K ﹤0.01%
584
560
$7.94K ﹤0.01%
143
561
$7.92K ﹤0.01%
156
562
$7.91K ﹤0.01%
116
-57
563
$7.83K ﹤0.01%
223
564
$7.79K ﹤0.01%
48
565
$7.72K ﹤0.01%
190
566
$7.71K ﹤0.01%
125
567
$7.63K ﹤0.01%
1,000
-1,400
568
$7.56K ﹤0.01%
8,300
569
$7.54K ﹤0.01%
150
570
$7.51K ﹤0.01%
152
-57
571
$7.49K ﹤0.01%
50
572
$7.46K ﹤0.01%
295
573
$7.36K ﹤0.01%
825
574
$7.32K ﹤0.01%
93
575
$7.3K ﹤0.01%
160
21 22
23
24 25