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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
ANETArista Networks
| 0.02% | $44,212 400 shares@ $110.53 avg price | New Position |
EFGIshares Msci Eafe Growth
| 0.02% | $43,869 453 shares@ $96.85 avg price | New Position |
IBTJIshares Ibonds
| 0.02% | $42,653 2,000 shares@ $21.33 avg price | New Position |
IBTIIshares Ibonds
| 0.02% | $41,617 1,900 shares@ $21.91 avg price | New Position |
JEPIJpmorgan
| 0.02% | $39,408 685 shares@ $57.53 avg price | New Position |
GOVTIshares Us Treasury Bond
| 0.02% | $33,944 1,477 shares@ $22.99 avg price | New Position |
GPORGulfport Energy
| 0.01% | $32,419 176 shares@ $184.2 avg price | New Position |
IBITIshares Bitcoin
| 0.01% | $29,549 557 shares@ $53.06 avg price | New Position |
ICVTIshares Convertible Bond
| 0.01% | $28,552 336 shares@ $84.98 avg price | New Position |
JAAAJanus Detroit
| 0.01% | $26,826 529 shares@ $50.72 avg price | New Position |