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
851
$63 ﹤0.01%
16
852
$62 ﹤0.01%
9
853
$61 ﹤0.01%
1
854
$61 ﹤0.01%
10
855
$58 ﹤0.01%
33
856
$48 ﹤0.01%
5
857
$42 ﹤0.01%
+17
858
$40 ﹤0.01%
7
859
$34 ﹤0.01%
6
860
$28 ﹤0.01%
13
861
$19 ﹤0.01%
6
-1
862
$13 ﹤0.01%
700
863
$11 ﹤0.01%
315
864
$5 ﹤0.01%
6
865
$5 ﹤0.01%
15
866
$1 ﹤0.01%
1
867
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868
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869
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870
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871
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872
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873
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874
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875
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