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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
3135⤦Fdrl Ntnl Mrtgg Asctn Srs O Prf
Recent Activity
Increased 252.74%
0.48%
$923,000
47,355 shares@ $19.5 avg price
Y326⤦Hoegh Lng Partners Prf
Recent Activity
Increased 1.48%
0.46%
$881,000
55,095 shares@ $16.0 avg price
IBMInternational Business Machines Ord
Recent Activity
New Position
0.46%
$879,000
4,002 shares@ $219.65 avg price
TLTIshares 20 Pls Year Treasury Bnd Etf
Recent Activity
New Position
0.44%
$834,000
9,560 shares@ $87.24 avg price
OBDCBlue Owl Capital Ord
Recent Activity
New Position
0.43%
$814,000
53,900 shares@ $15.11 avg price
ASTSAst Spacemobile Cl A Ord
Recent Activity
Increased 444.83%
0.42%
$811,000
38,552 shares@ $21.04 avg price
SMHVaneck Semiconductor Etf
Recent Activity
New Position
0.41%
$774,000
3,200 shares@ $241.88 avg price
EWYIshares Msci South Korea Etf
Recent Activity
New Position
0.4%
$762,000
14,990 shares@ $50.84 avg price
KNOPKnot Offshore Partners Com Unt
Recent Activity
Increased 8.78%
0.4%
$756,000
138,890 shares@ $5.45 avg price
DNAGinkgo Bioworks Hold Cl A Ord
Recent Activity
Increased 125.64%
0.39%
$745,000
75,966 shares@ $9.81 avg price