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
601
$4.06K ﹤0.01%
125
602
$3.94K ﹤0.01%
+75
603
$3.94K ﹤0.01%
27
+3
604
$3.93K ﹤0.01%
66
605
$3.92K ﹤0.01%
160
606
$3.92K ﹤0.01%
78
607
$3.89K ﹤0.01%
300
-1,650
608
$3.85K ﹤0.01%
73
609
$3.79K ﹤0.01%
100
610
$3.76K ﹤0.01%
7
611
$3.7K ﹤0.01%
+55
612
$3.67K ﹤0.01%
154
+34
613
$3.66K ﹤0.01%
+80
614
$3.66K ﹤0.01%
+75
615
$3.6K ﹤0.01%
74
616
$3.57K ﹤0.01%
195
617
$3.54K ﹤0.01%
90
618
$3.47K ﹤0.01%
69
619
$3.45K ﹤0.01%
50
620
$3.43K ﹤0.01%
100
621
$3.4K ﹤0.01%
240
622
$3.33K ﹤0.01%
382
-81
623
$3.23K ﹤0.01%
600
624
$3.19K ﹤0.01%
40
625
$3.19K ﹤0.01%
170
-500
23 24
25
26 27