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
IBHDIshares Ibonds Recent Activity Exited	0%	$23,290 1,000 shares@ $23.29 avg price	Exited
INCOColumbia India Recent Activity Exited	0%	$23,086 300 shares@ $76.96 avg price	Exited
SMCISuper Micro Recent Activity Exited	0%	$22,902 55 shares@ $416.4 avg price	Exited
FXHFirst Trust Recent Activity Exited	0%	$22,458 201 shares@ $111.74 avg price	Exited
JVMIXJhancock Disciplined Val Recent Activity Exited	0%	$22,400 728 shares@ $30.77 avg price	Exited
VWELXVanguard Wellington Inv Recent Activity Exited	0%	$20,638 446 shares@ $46.28 avg price	Exited
MLAIXNyli Winslow Large Cap G Recent Activity Exited	0%	$19,923 1,503 shares@ $13.26 avg price	Exited
APDMXArtisan Mid Cap Advisor Recent Activity Exited	0%	$18,545 491 shares@ $37.77 avg price	Exited
FTXGFirst Trust Recent Activity Exited	0%	$18,335 715 shares@ $25.65 avg price	Exited
JVLIXJhancock Disciplined Val Recent Activity Exited	0%	$17,019 659 shares@ $25.83 avg price	Exited