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
676
$1.5K ﹤0.01%
6
677
$1.39K ﹤0.01%
50
678
$1.38K ﹤0.01%
550
679
$1.3K ﹤0.01%
5
680
$1.28K ﹤0.01%
50
681
$1.27K ﹤0.01%
5
682
$1.23K ﹤0.01%
10
683
$1.22K ﹤0.01%
26
-1
684
$1.22K ﹤0.01%
144
685
$1.16K ﹤0.01%
24
686
$1.15K ﹤0.01%
100
687
$1.09K ﹤0.01%
4
-5
688
$1.08K ﹤0.01%
14
-26
689
$1.08K ﹤0.01%
200
690
$1.07K ﹤0.01%
5
691
$1.02K ﹤0.01%
399
692
$1K ﹤0.01%
27
693
$978 ﹤0.01%
15
694
$958 ﹤0.01%
32
695
$922 ﹤0.01%
67
696
$919 ﹤0.01%
22
697
$909 ﹤0.01%
2
698
$893 ﹤0.01%
11
699
$875 ﹤0.01%
100
700
$816 ﹤0.01%
44
26 27
28
29 30