test

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
POGRXPrimecap Odyssey Growth
Recent Activity
Exited
0%
$81,496
2,007 shares@ $40.61 avg price
VIMCXVirtus Kar Mid-cap Core
Recent Activity
Exited
0%
$63,844
1,033 shares@ $61.81 avg price
MROMarathon Oil
Recent Activity
Exited
0%
$56,011
2,104 shares@ $26.63 avg price
ANETArista Networks
Recent Activity
Exited
0%
$38,382
100 shares@ $383.82 avg price
BGRIXBaron Growth Instl
Recent Activity
Exited
0%
$36,760
340 shares@ $108.12 avg price
VSGAXVanguard Small Cap Growt
Recent Activity
Exited
0%
$33,727
359 shares@ $93.95 avg price
EWJIshares Msci
Recent Activity
Exited
0%
$31,120
435 shares@ $71.55 avg price
BSCOInvesco Bulletshares
Recent Activity
Exited
0%
$29,758
1,409 shares@ $21.12 avg price
CHTHCnl Healthcare Propertie
Recent Activity
Exited
0%
$28,245
4,498 shares@ $6.28 avg price
VGSLXVanguard Real Estate Ind
Recent Activity
Exited
0%
$28,054
204 shares@ $137.52 avg price