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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
PFFIshares Pfd
Recent Activity
Decreased -7.15%
0.03%
$70,977
2,258 shares@ $31.44 avg price
SNOWSnowflake Inc
Recent Activity
Decreased -4.31%
0.03%
$68,559
444 shares@ $154.42 avg price
TAt&t Inc
Recent Activity
Decreased -46.17%
0.03%
$68,311
3,000 shares@ $22.78 avg price
MMM3m Company
Recent Activity
Decreased -75.81%
0.03%
$68,066
528 shares@ $128.92 avg price
CMCSAComcast Corp
Recent Activity
Decreased -17.96%
0.03%
$67,500
1,799 shares@ $37.53 avg price
DOLWisdomtree Intl
Recent Activity
Decreased -45.45%
0.02%
$64,124
1,297 shares@ $49.45 avg price
DBEUX Trackers
Recent Activity
Decreased -10.08%
0.02%
$54,768
1,329 shares@ $41.21 avg price
LYFTLyft Inc
Recent Activity
Decreased -38.8%
0.02%
$52,890
4,100 shares@ $12.9 avg price
ARKKArk Innovation
Recent Activity
Decreased -6.98%
0.02%
$52,172
919 shares@ $56.78 avg price
TTDTrade Desk
Recent Activity
Decreased -42.85%
0.02%
$51,713
440 shares@ $117.53 avg price