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
576
$7.24K ﹤0.01%
362
577
$7.23K ﹤0.01%
200
578
$7.14K ﹤0.01%
629
579
$7.13K ﹤0.01%
70
580
$7.13K ﹤0.01%
122
+1
581
$7.04K ﹤0.01%
154
582
$6.99K ﹤0.01%
300
583
$6.92K ﹤0.01%
120
-31
584
$6.91K ﹤0.01%
185
585
$6.9K ﹤0.01%
77
+1
586
$6.84K ﹤0.01%
218
+3
587
$6.77K ﹤0.01%
225
588
$6.74K ﹤0.01%
15
589
$6.73K ﹤0.01%
102
590
$6.69K ﹤0.01%
96
591
$6.66K ﹤0.01%
53
592
$6.62K ﹤0.01%
95
-8
593
$6.56K ﹤0.01%
1,000
594
$6.55K ﹤0.01%
75
595
$6.54K ﹤0.01%
60
596
$6.52K ﹤0.01%
325
597
$6.46K ﹤0.01%
130
598
$6.45K ﹤0.01%
100
599
$6.44K ﹤0.01%
139
600
$6.4K ﹤0.01%
574
22 23
24
25 26