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Yibo (Allen) Huang

@Sicart Associates Llc

Latest period2024 - Q4ReportedManaged Assets$279.562MTotal holdings69
Assets growth rate-1.82%Assets growth rate (2-Q avg)3.73%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sicart Associates Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Sicart Associates Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 279.562M in assets, with a quarterly growth rate of -1.82% and a 2-quarter average growth rate of 3.73%. The portfolio is managed by Yibo (Allen) Huang, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WBAWalgreens Boots Alliance Inc
Recent Activity
Exited
0%
$953,425
106,409 shares@ $8.97 avg price
GOOGAlphabet Inc
Recent Activity
Exited
0%
$274,192
1,640 shares@ $167.2 avg price
NEENextera Energy Inc
Recent Activity
Exited
0%
$202,872
2,400 shares@ $84.53 avg price
GRALGrail Inc
Recent Activity
Exited
0%
$145,416
10,568 shares@ $13.77 avg price