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Christina Duncan

@Psi Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$336.998MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBTEIshares Ibonds
Recent Activity
Exited
0%
$6.918M
288,235 shares@ $24.0 avg price
IBDPIshares Ibonds
Recent Activity
Exited
0%
$3.11M
123,360 shares@ $25.22 avg price
VSTOVista Outdoor Inc
Recent Activity
Exited
0%
$2.52M
64,319 shares@ $39.19 avg price
IBMMIshares Ibonds
Recent Activity
Exited
0%
$2.451M
93,919 shares@ $26.11 avg price
VFIAXVanguard 500 Index Admir
Recent Activity
Exited
0%
$215,167
406 shares@ $529.97 avg price
TYGTortoise Energy Infrastr
Recent Activity
Exited
0%
$173,671
4,425 shares@ $39.25 avg price
LSGRXLoomis Sayles Growth Y
Recent Activity
Exited
0%
$131,259
4,603 shares@ $28.52 avg price
VSMAXVanguard Small Cap Index
Recent Activity
Exited
0%
$114,769
1,010 shares@ $113.64 avg price
VDADXVanguard Dividend Apprec
Recent Activity
Exited
0%
$112,666
2,096 shares@ $53.76 avg price
VIMAXVanguard Mid Cap Index A
Recent Activity
Exited
0%
$103,685
318 shares@ $326.06 avg price