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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
SHOPShopify Inc
Recent Activity
Decreased -14.85%
0.13%
$411,392
3,869 shares@ $106.34 avg price
CRMSalesforce Inc
Recent Activity
Decreased -35.27%
0.13%
$405,213
1,213 shares@ $334.06 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -5.1%
0.12%
$403,094
2,788 shares@ $144.59 avg price
REGLProshares S&p
Recent Activity
Decreased -0.56%
0.12%
$380,070
4,712 shares@ $80.67 avg price
EESWisdomtree U S
Recent Activity
Decreased -5.93%
0.12%
$372,995
6,915 shares@ $53.94 avg price
NFLXNetflix Inc
Recent Activity
Decreased -5.76%
0.11%
$364,550
409 shares@ $891.33 avg price
XYLDGlobal X
Recent Activity
Decreased -5.73%
0.11%
$342,998
8,187 shares@ $41.9 avg price
BACBank America
Recent Activity
Decreased -1.26%
0.09%
$291,489
6,633 shares@ $43.95 avg price
DISWalt Disney
Recent Activity
Decreased -2.36%
0.09%
$289,791
2,603 shares@ $111.33 avg price
CSCOCisco Systems
Recent Activity
Decreased -14.14%
0.09%
$288,878
4,880 shares@ $59.2 avg price