Christina Duncan

@Psi Advisors, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$336.998M

Total holdings892

Assets growth rate-1.28%

Assets growth rate (2-Q avg)3.38%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Psi Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 892 positions.

Assets under management

The assets under management (AUM) of Psi Advisors, 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 336.998M in assets, with a quarterly growth rate of -1.28% and a 2-quarter average growth rate of 3.38%. The portfolio is managed by Christina Duncan, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
WHRWhirlpool Corp Recent Activity New Position	0.15%	$487,457 4,258 shares@ $114.49 avg price	New Position
USFRWisdomtree Floating Recent Activity New Position	0.12%	$396,521 7,880 shares@ $50.32 avg price	New Position
SCHZSchwab Us Aggregate Bond Recent Activity New Position	0.06%	$186,963 8,236 shares@ $22.71 avg price	New Position
IUSBIshares Total Usd Bond Recent Activity New Position	0.06%	$175,697 3,887 shares@ $45.21 avg price	New Position
XOPSpdr Series Recent Activity New Position	0.05%	$151,786 1,147 shares@ $132.34 avg price	New Position
DHIDr Horton Recent Activity New Position	0.03%	$87,108 623 shares@ $139.83 avg price	New Position
FELVFidelity Covington Recent Activity New Position	0.03%	$69,075 2,267 shares@ $30.47 avg price	New Position
IBTHIshares Ibonds Recent Activity New Position	0.02%	$60,819 2,740 shares@ $22.2 avg price	New Position
DYNFIshs Us Eqty Factr Recent Activity New Position	0.02%	$58,994 1,151 shares@ $51.26 avg price	New Position
HYGWIshares Hg Yld Corp Bd Recent Activity New Position	0.02%	$48,293 1,520 shares@ $31.78 avg price	New Position