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
626
$3.18K ﹤0.01%
72
627
$3.17K ﹤0.01%
55
628
$3.17K ﹤0.01%
100
-78
629
$3.15K ﹤0.01%
86
630
$3.11K ﹤0.01%
52
-50
631
$3.07K ﹤0.01%
47
632
$3.04K ﹤0.01%
200
-1,000
633
$3.03K ﹤0.01%
100
634
$2.99K ﹤0.01%
200
635
$2.96K ﹤0.01%
100
636
$2.95K ﹤0.01%
60
-13
637
$2.94K ﹤0.01%
500
638
$2.91K ﹤0.01%
200
639
$2.89K ﹤0.01%
100
640
$2.79K ﹤0.01%
65
641
$2.77K ﹤0.01%
60
642
$2.73K ﹤0.01%
11
643
$2.7K ﹤0.01%
213
+2
644
$2.7K ﹤0.01%
110
-174
645
$2.67K ﹤0.01%
62
646
$2.35K ﹤0.01%
52
647
$2.35K ﹤0.01%
200
648
$2.3K ﹤0.01%
10
649
$2.26K ﹤0.01%
360
650
$2.24K ﹤0.01%
220
24 25
26
27 28