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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
SPYVSpdr S&p 500 Value Etf
Recent Activity
New Position
0.61%
$1.176M
23,000 shares@ $51.14 avg price
TMToyota Motor Adr Rep 10 Ord
Recent Activity
New Position
0.61%
$1.167M
6,000 shares@ $194.5 avg price
XOMExxon Mobil Ord
Recent Activity
New Position
0.58%
$1.118M
10,399 shares@ $107.52 avg price
AACTAres Acquisition Ord
Recent Activity
New Position
0.58%
$1.11M
101,100 shares@ $10.98 avg price
SPGSimon Prop Grp Reit Ord
Recent Activity
Decreased -22.22%
0.57%
$1.084M
6,300 shares@ $172.07 avg price
JEPQJ P Morgan Nasdaq Eqt Prm Inc Etf
Recent Activity
0.55%
$1.058M
18,767 shares@ $56.38 avg price
SKGRSk Growth Opportunities Cl A Ord
Recent Activity
Increased 50.59%
0.55%
$1.05M
90,499 shares@ $11.61 avg price
PCSCPerceptive Capital Solution Cl A Ord
Recent Activity
Increased 233.34%
0.53%
$1.018M
100,000 shares@ $10.18 avg price
SSBSouthstate Ord
Recent Activity
New Position
0.53%
$1.008M
10,136 shares@ $99.45 avg price
FXIIshares China Large Cap Etf
Recent Activity
Increased 492.31%
0.49%
$937,000
30,800 shares@ $30.43 avg price