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
201
$84.4K 0.02%
770
-4,330
202
$82.4K 0.02%
369
+1
203
$80.8K 0.02%
2,432
+26
204
$79.7K 0.02%
1,021
-39
205
$78.8K 0.02%
1,316
206
$78.7K 0.02%
332
+18
207
$77.9K 0.02%
813
+359
208
$76.7K 0.02%
1,533
-213
209
$76.4K 0.02%
1,035
+1
210
$76.3K 0.02%
314
+10
211
$76K 0.02%
368
212
$75K 0.02%
1,296
+7
213
$74.5K 0.02%
820
-48
214
$74K 0.02%
11,078
215
$74K 0.02%
611
+1
216
$73.1K 0.02%
514
217
$71.9K 0.02%
600
218
$71.7K 0.02%
337
219
$71.5K 0.02%
1,410
220
$71.4K 0.02%
902
+3
221
$71.1K 0.02%
1,246
222
$70.6K 0.02%
255
223
$69.9K 0.02%
403
-21
224
$69.1K 0.02%
345
225
$68.4K 0.02%
455
7 8
9
10 11