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
626
$5.47K ﹤0.01%
144
+1
627
$5.46K ﹤0.01%
15
628
$5.44K ﹤0.01%
106
629
$5.34K ﹤0.01%
217
630
$5.28K ﹤0.01%
127
-32
631
$5.27K ﹤0.01%
31
+11
632
$5.24K ﹤0.01%
144
633
$5.18K ﹤0.01%
35
-5
634
$5.18K ﹤0.01%
21
635
$5.12K ﹤0.01%
200
636
$5.09K ﹤0.01%
125
637
$5.07K ﹤0.01%
125
+2
638
$5.07K ﹤0.01%
40
639
$5.05K ﹤0.01%
263
-23
640
$5.02K ﹤0.01%
15
641
$4.94K ﹤0.01%
450
+100
642
$4.92K ﹤0.01%
28
643
$4.92K ﹤0.01%
184
644
$4.87K ﹤0.01%
74
645
$4.86K ﹤0.01%
106
646
$4.78K ﹤0.01%
83
647
$4.75K ﹤0.01%
40
-225
648
$4.63K ﹤0.01%
75
649
$4.58K ﹤0.01%
85
-1,125
650
$4.54K ﹤0.01%
77
-76
24 25
26
27 28