Michael Stulic
@Astoria Portfolio Advisors Llc.
Latest period2024 - Q4ReportedManaged Assets$280.484MTotal holdings217
Assets growth rate-4.42%Assets growth rate (2-Q avg)0.21%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Astoria Portfolio Advisors Llc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 217 positions.
Assets under management
The assets under management (AUM) of Astoria Portfolio 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 280.484M in assets, with a quarterly growth rate of -4.42% and a 2-quarter average growth rate of 0.21%. The portfolio is managed by Michael Stulic, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MXIIshares Tr
| 0% | $210,369 2,308 shares@ $91.15 avg price | Exited |
WLKWestlake Corporation
| 0% | $205,396 1,424 shares@ $144.24 avg price | Exited |
MFICMidcap Financial Invstmnt Co
| 0% | $168,774 12,586 shares@ $13.41 avg price | Exited |
HRZNHorizon Technology Fin Corp
| 0% | $110,534 10,567 shares@ $10.47 avg price | Exited |
VVRInvesco Sr Income Tr
| 0% | $92,170 22,985 shares@ $4.02 avg price | Exited |
PANLPangaea Logistics Solution L
| 0% | $90,741 13,483 shares@ $6.74 avg price | Exited |