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
601
$6.34K ﹤0.01%
30
602
$6.33K ﹤0.01%
1,000
603
$6.31K ﹤0.01%
125
604
$6.26K ﹤0.01%
123
605
$6.25K ﹤0.01%
122
606
$6.24K ﹤0.01%
+15
607
$6.22K ﹤0.01%
7
608
$6.22K ﹤0.01%
224
609
$6.16K ﹤0.01%
279
610
$6.16K ﹤0.01%
636
611
$6.15K ﹤0.01%
40
612
$6.14K ﹤0.01%
500
613
$6.14K ﹤0.01%
200
614
$6K ﹤0.01%
83
615
$5.94K ﹤0.01%
143
+1
616
$5.92K ﹤0.01%
190
617
$5.9K ﹤0.01%
82
618
$5.87K ﹤0.01%
16
619
$5.78K ﹤0.01%
250
620
$5.75K ﹤0.01%
35
621
$5.7K ﹤0.01%
237
+116
622
$5.64K ﹤0.01%
68
623
$5.61K ﹤0.01%
184
-8
624
$5.54K ﹤0.01%
23
625
$5.49K ﹤0.01%
75
23 24
25
26 27