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Christina Duncan

@Trivant Custom Portfolio Group, Llc

Latest period2024 - Q4ReportedManaged Assets$171.288MTotal holdings194
Assets growth rate-1.18%Assets growth rate (2-Q avg)2.65%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Trivant Custom Portfolio Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 194 positions.

Assets under management

The assets under management (AUM) of Trivant Custom Portfolio Group, 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 171.288M in assets, with a quarterly growth rate of -1.18% and a 2-quarter average growth rate of 2.65%. The portfolio is managed by Christina Duncan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MDYSpdr S&p Midcap 400 Etf Iv
Recent Activity
Decreased -0.49%
0.14%
$228,402
401 shares@ $569.59 avg price
FBINFortune Brands Innovatio
Recent Activity
Decreased -50%
0.04%
$61,019
893 shares@ $68.34 avg price
0925⤦Blackstone Real Estate Income Trust Class I
Recent Activity
Decreased -51.64%
0.03%
$37,305
2,680 shares@ $13.92 avg price
XBILUs Treasury 6 Month Billetf
Recent Activity
Decreased -3.88%
0.02%
$26,019
520 shares@ $50.04 avg price
CRWDCrowdstrike Hldgs Inc Class A
Recent Activity
Decreased -21.05%
0.02%
$25,662
75 shares@ $342.16 avg price
ASMLAsml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord Shs
Recent Activity
Decreased -61.11%
0.02%
$24,258
35 shares@ $693.09 avg price
IWDIshares Russell 1000 Value Etf Iv
Recent Activity
Decreased -18.18%
0.01%
$6,665
36 shares@ $185.14 avg price
MBCMasterbrand Inc
Recent Activity
Decreased -50%
0.01%
$6,473
443 shares@ $14.62 avg price
MRNAModerna Inc
Recent Activity
Decreased -83.33%
0.01%
$832
20 shares@ $41.6 avg price