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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
FSMFortuna Mng Corp
| 1% | $2.789M 650,183 shares@ $4.29 avg price | Decreased -5.06% |
TAt&t Inc
| 0.97% | $2.711M 119,072 shares@ $22.77 avg price | Decreased -8.75% |
MOSMosaic Co New
| 0.97% | $2.707M 110,137 shares@ $24.58 avg price | Decreased -7.54% |
CPBThe Campbells Company
| 0.97% | $2.707M 64,640 shares@ $41.88 avg price | Decreased -13.47% |
INTCIntel Corp
| 0.95% | $2.638M 131,589 shares@ $20.05 avg price | Decreased -23.73% |
SBUXStarbucks Corp
| 0.64% | $1.775M 19,453 shares@ $91.25 avg price | Decreased -2.11% |
PSLVSprott Physical Silver Tr
| 0.34% | $942,197 97,637 shares@ $9.65 avg price | Decreased -6.77% |
ALGNAlign Technology Inc
| 0.25% | $688,708 3,303 shares@ $208.51 avg price | Decreased -10.07% |
SHVIshares Tr
| 0.21% | $567,067 5,150 shares@ $110.12 avg price | Decreased -22.55% |
CBChubb Limited
| 0.14% | $385,322 1,390 shares@ $277.22 avg price | Decreased -7.94% |