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
651
$4.53K ﹤0.01%
155
+3
652
$4.51K ﹤0.01%
1,600
+1,200
653
$4.5K ﹤0.01%
272
654
$4.27K ﹤0.01%
125
655
$4.25K ﹤0.01%
102
+50
656
$4.23K ﹤0.01%
177
-15
657
$4.22K ﹤0.01%
42
658
$4.19K ﹤0.01%
100
659
$4.1K ﹤0.01%
100
660
$4.07K ﹤0.01%
100
661
$4.07K ﹤0.01%
75
-29
662
$4.07K ﹤0.01%
1,800
-500
663
$4.06K ﹤0.01%
231
-149
664
$4.01K ﹤0.01%
300
665
$4.01K ﹤0.01%
102
+1
666
$3.96K ﹤0.01%
52
667
$3.95K ﹤0.01%
61
668
$3.94K ﹤0.01%
600
669
$3.89K ﹤0.01%
170
670
$3.84K ﹤0.01%
200
671
$3.74K ﹤0.01%
90
672
$3.74K ﹤0.01%
160
673
$3.68K ﹤0.01%
55
674
$3.6K ﹤0.01%
40
675
$3.53K ﹤0.01%
100
25 26
27
28 29