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
BIDDBlackrock Internatnl Recent Activity New Position	0.01%	$24,945 1,011 shares@ $24.68 avg price	New Position
PFFDGlobal X Recent Activity New Position	0.01%	$24,407 1,251 shares@ $19.51 avg price	New Position
EMXCIshares Msci Emerging Recent Activity New Position	0.01%	$22,129 399 shares@ $55.47 avg price	New Position
TPLTexas Pacific Recent Activity New Position	0.01%	$19,907 18 shares@ $1105.95 avg price	New Position
SMCISuper Micro Recent Activity New Position	0.01%	$19,812 650 shares@ $30.48 avg price	New Position
BALIIshares Advantg Lrg Cap Recent Activity New Position	0.01%	$18,514 612 shares@ $30.26 avg price	New Position
VCITVanguard Intermediate Recent Activity New Position	0.01%	$16,536 206 shares@ $80.28 avg price	New Position
AVAVAerovironment Inc Recent Activity New Position	0.01%	$15,081 98 shares@ $153.89 avg price	New Position
PHYLPgim Active High Yield Recent Activity New Position	0.01%	$14,629 421 shares@ $34.75 avg price	New Position
VGITVanguard Intermediate Recent Activity New Position	0.01%	$12,992 224 shares@ $58.0 avg price	New Position