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
676
$3.51K ﹤0.01%
100
677
$3.51K ﹤0.01%
172
+150
678
$3.5K ﹤0.01%
650
679
$3.46K ﹤0.01%
72
680
$3.41K ﹤0.01%
50
681
$3.39K ﹤0.01%
56
-5
682
$3.38K ﹤0.01%
2,500
683
$3.36K ﹤0.01%
3,400
684
$3.25K ﹤0.01%
100
685
$3.24K ﹤0.01%
200
686
$3.24K ﹤0.01%
86
687
$3.23K ﹤0.01%
240
688
$3.13K ﹤0.01%
47
689
$3.12K ﹤0.01%
92
690
$3.07K ﹤0.01%
191
691
$3.06K ﹤0.01%
102
+1
692
$2.98K ﹤0.01%
65
693
$2.96K ﹤0.01%
100
694
$2.94K ﹤0.01%
61
695
$2.85K ﹤0.01%
158
-82
696
$2.78K ﹤0.01%
89
697
$2.75K ﹤0.01%
187
698
$2.65K ﹤0.01%
41
699
$2.64K ﹤0.01%
11
700
$2.57K ﹤0.01%
420
26 27
28
29 30