test

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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MXIIshares Tr
Recent Activity
Exited
0%
$210,369
2,308 shares@ $91.15 avg price
WLKWestlake Corporation
Recent Activity
Exited
0%
$205,396
1,424 shares@ $144.24 avg price
MFICMidcap Financial Invstmnt Co
Recent Activity
Exited
0%
$168,774
12,586 shares@ $13.41 avg price
HRZNHorizon Technology Fin Corp
Recent Activity
Exited
0%
$110,534
10,567 shares@ $10.47 avg price
VVRInvesco Sr Income Tr
Recent Activity
Exited
0%
$92,170
22,985 shares@ $4.02 avg price
PANLPangaea Logistics Solution L
Recent Activity
Exited
0%
$90,741
13,483 shares@ $6.74 avg price