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
751
$1.11K ﹤0.01%
14
752
$1.1K ﹤0.01%
27
753
$1.07K ﹤0.01%
100
754
$1.05K ﹤0.01%
22
755
$1.04K ﹤0.01%
66
756
$1.04K ﹤0.01%
15
757
$1.03K ﹤0.01%
4
758
$1.03K ﹤0.01%
360
759
$988 ﹤0.01%
8
760
$972 ﹤0.01%
3
-88
761
$954 ﹤0.01%
6
-7
762
$920 ﹤0.01%
2
763
$918 ﹤0.01%
32
764
$885 ﹤0.01%
500
765
$870 ﹤0.01%
44
766
$861 ﹤0.01%
45
767
$859 ﹤0.01%
11
768
$817 ﹤0.01%
50
769
$808 ﹤0.01%
30
770
$776 ﹤0.01%
42
771
$769 ﹤0.01%
8
772
$757 ﹤0.01%
8
773
$754 ﹤0.01%
16
774
$753 ﹤0.01%
61
775
$741 ﹤0.01%
30
+1
29 30
31
32 33