We are live on ! Find out more
PA

PSI Advisors Portfolio holdings

AUM $418M
1-Year Est. Return 15.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.55%
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
+$5.32M
2
+$2.8M
3
+$2.14M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.1M
5
NVDA icon
NVIDIA
NVDA
+$618K

Top Sells

1
+$1.06M
2
+$980K
3
+$467K
4
TTD icon
Trade Desk
TTD
+$432K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$338K

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
876
– –
-471
877
– –
-4,143
878
– –
-900
879
– –
-20
880
– –
-83
881
– –
-154
882
– –
-41
883
– –
-200
884
– –
-27
885
– –
-490
886
– –
-1
887
– –
-224
888
– –
-350
889
– –
-4,908
32 33 34 35
36