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
FALNIshares Fallen Angels
Recent Activity
Exited
0%
$17,008
622 shares@ $27.35 avg price
FLTRVaneck Ig
Recent Activity
Exited
0%
$16,288
640 shares@ $25.45 avg price
ROKURoku Inc
Recent Activity
Exited
0%
$14,932
200 shares@ $74.66 avg price
DVYIshares Select
Recent Activity
Exited
0%
$13,884
103 shares@ $134.8 avg price
SILASila Rlty Tr Inc
Recent Activity
Exited
0%
$11,760
465 shares@ $25.3 avg price
EWPIshares Msci
Recent Activity
Exited
0%
$10,340
293 shares@ $35.3 avg price
CFCf Industries
Recent Activity
Exited
0%
$9,009
105 shares@ $85.8 avg price
CPIEXCounterpoint Tactical Eq
Recent Activity
Exited
0%
$7,724
361 shares@ $21.4 avg price
RCReady Capital
Recent Activity
Exited
0%
$7,630
1,000 shares@ $7.63 avg price
MLSSMilestone Scientific
Recent Activity
Exited
0%
$7,557
8,300 shares@ $0.92 avg price