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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
CINFCincinnati Finl
Recent Activity
Decreased -18.58%
0.03%
$86,221
600 shares@ $143.71 avg price
ESEversource Energy
Recent Activity
Decreased -0.53%
0.03%
$85,054
1,481 shares@ $57.44 avg price
PYPLPaypal Holdings
Recent Activity
Decreased -6.85%
0.03%
$81,169
951 shares@ $85.36 avg price
JPCNuveen Preferred Income
Recent Activity
Decreased -36.34%
0.03%
$80,631
10,258 shares@ $7.87 avg price
XLVSector Healthcare
Recent Activity
Decreased -37.06%
0.03%
$80,253
584 shares@ $137.42 avg price
XLIIndustrial Select
Recent Activity
Decreased -35.86%
0.03%
$80,110
608 shares@ $131.76 avg price
KOCoca Cola Company
Recent Activity
Decreased -6.05%
0.03%
$79,212
1,273 shares@ $62.23 avg price
VYMVanguard High
Recent Activity
Decreased -15.84%
0.03%
$78,598
616 shares@ $127.6 avg price
SPTLSpdr Portfolio
Recent Activity
Decreased -98.6%
0.03%
$75,512
2,884 shares@ $26.19 avg price
SLVIshares Silver
Recent Activity
Decreased -62.18%
0.03%
$74,724
2,838 shares@ $26.33 avg price