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
701
$2.56K ﹤0.01%
100
702
$2.55K ﹤0.01%
54
703
$2.53K ﹤0.01%
200
704
$2.36K ﹤0.01%
+10
705
$2.34K ﹤0.01%
10
706
$2.33K ﹤0.01%
500
707
$2.28K ﹤0.01%
101
708
$2.28K ﹤0.01%
216
+1
709
$2.28K ﹤0.01%
550
710
$2.27K ﹤0.01%
52
711
$2.17K ﹤0.01%
100
712
$2.13K ﹤0.01%
19
713
$2.11K ﹤0.01%
100
714
$2.1K ﹤0.01%
21
715
$2.07K ﹤0.01%
360
716
$2.05K ﹤0.01%
16
717
$2.05K ﹤0.01%
100
718
$2.03K ﹤0.01%
11
-25
719
$2.01K ﹤0.01%
78
720
$2K ﹤0.01%
220
721
$1.99K ﹤0.01%
35
-3
722
$1.95K ﹤0.01%
72
-18
723
$1.94K ﹤0.01%
38
724
$1.93K ﹤0.01%
100
725
$1.91K ﹤0.01%
31
27 28
29
30 31