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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
BPBp Plc
Recent Activity
Decreased -17.75%
0.05%
$145,444
4,921 shares@ $29.56 avg price
ORCLOracle Corp
Recent Activity
Decreased -11.38%
0.05%
$145,150
872 shares@ $166.46 avg price
XLKSector Technology
Recent Activity
Decreased -52.1%
0.05%
$142,535
613 shares@ $232.53 avg price
DONWisdomtree U S
Recent Activity
Decreased -4.42%
0.05%
$139,898
2,745 shares@ $50.97 avg price
GEGe Aerospace
Recent Activity
Decreased -13.97%
0.04%
$127,227
763 shares@ $166.75 avg price
IUSGIshares S&p
Recent Activity
Decreased -3.27%
0.04%
$119,172
856 shares@ $139.22 avg price
AGGIshares Core
Recent Activity
Decreased -20.01%
0.04%
$118,091
1,219 shares@ $96.88 avg price
AMLPAlps Alerian
Recent Activity
Decreased -4.51%
0.03%
$100,927
2,096 shares@ $48.16 avg price
VVVanguard Large
Recent Activity
Decreased -31.74%
0.03%
$92,620
344 shares@ $269.25 avg price
SOHOSotherly Hotels
Recent Activity
Decreased -1.06%
0.03%
$86,638
93,019 shares@ $0.94 avg price