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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
SPSMSpdr Portfolio
Recent Activity
Increased 2.01%
2.26%
$7.585M
168,848 shares@ $44.93 avg price
SDVYFirst Trust
Recent Activity
Increased 7.39%
2.1%
$7.065M
197,075 shares@ $35.86 avg price
SHYIshares 1-3yr
Recent Activity
Decreased -20.05%
2.02%
$6.782M
82,729 shares@ $81.99 avg price
IBTFIshares Ibonds
Recent Activity
Increased 30.98%
1.72%
$5.785M
248,072 shares@ $23.33 avg price
SPYGSpdr Portfolio
Recent Activity
Increased 0.78%
1.67%
$5.606M
63,778 shares@ $87.91 avg price
TLTIshares 20yr
Recent Activity
Increased 9705.66%
1.67%
$5.6M
64,129 shares@ $87.33 avg price
ETEnergy Transfer
Recent Activity
Decreased -3.44%
1.53%
$5.137M
262,219 shares@ $19.6 avg price
XMHQInvesco S&p
Recent Activity
Increased 0.92%
1.34%
$4.495M
45,654 shares@ $98.47 avg price
XLRESelect Sector
Recent Activity
Decreased -1.61%
1.33%
$4.463M
109,742 shares@ $40.67 avg price
NVDANvidia Corp
Recent Activity
Increased 2.13%
1.29%
$4.321M
32,176 shares@ $134.29 avg price