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Shawn Fischman

@Fny Investment Advisers, Llc

Latest period2024 - Q4ReportedManaged Assets$193.329MTotal holdings684
Assets growth rate-6.88%Assets growth rate (2-Q avg)16.3%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Fny Investment Advisers, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 684 positions.

Assets under management

The assets under management (AUM) of Fny Investment Advisers, 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 193.329M in assets, with a quarterly growth rate of -6.88% and a 2-quarter average growth rate of 16.3%. The portfolio is managed by Shawn Fischman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FNVFranco Nevada Ord
Recent Activity
Increased 83.88%
0.9%
$1.729M
14,710 shares@ $117.54 avg price
PRUPrudential Financial Ord
Recent Activity
New Position
0.89%
$1.718M
14,500 shares@ $118.49 avg price
GOOGLAlphabet Cl A Ord
Recent Activity
Increased 103.49%
0.86%
$1.656M
8,750 shares@ $189.26 avg price
ENVXEnovix Ord
Recent Activity
Increased 27.59%
0.83%
$1.59M
146,357 shares@ $10.87 avg price
RVNCRevance Therapeutics Ord
Recent Activity
Increased 160.4%
0.76%
$1.452M
477,823 shares@ $3.04 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Decreased -68.26%
0.73%
$1.399M
6,334 shares@ $220.88 avg price
CCitigroup Ord
Recent Activity
Increased 168.69%
0.72%
$1.376M
19,560 shares@ $70.35 avg price
XLVSelect Sector Health Care Spdr Etf
Recent Activity
New Position
0.71%
$1.355M
9,855 shares@ $137.5 avg price
DFSDiscover Financial Services Ord
Recent Activity
New Position
0.7%
$1.352M
7,809 shares@ $173.14 avg price
COSTCostco Wholesale Ord
Recent Activity
Decreased -0.07%
0.68%
$1.304M
1,424 shares@ $915.74 avg price