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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
IMCVIshares Morningstar Mid Cap Etf
Recent Activity
Increased 2.67%
0.18%
$291,917
3,931 shares@ $74.27 avg price
NFLXNetflix Inc
Recent Activity
Increased 1.67%
0.16%
$271,853
305 shares@ $891.33 avg price
QCOMQualcomm Inc
Recent Activity
0.16%
$260,386
1,695 shares@ $153.63 avg price
VOOVVanguard S&p 500 Value Etf
Recent Activity
0.15%
$249,089
1,350 shares@ $184.52 avg price
FIWFirst Trust Ise Water Index Etf
Recent Activity
0.14%
$236,246
2,315 shares@ $102.06 avg price
MDYSpdr S&p Midcap 400 Etf Iv
Recent Activity
Decreased -0.49%
0.14%
$228,402
401 shares@ $569.59 avg price
IWPIshares Russell Mid Cap Growth Etf
Recent Activity
0.13%
$210,419
1,661 shares@ $126.69 avg price
VBRVanguard Small Cap Valueetf
Recent Activity
0.12%
$198,180
1,000 shares@ $198.18 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Increased 2.4%
0.12%
$194,243
2,569 shares@ $75.62 avg price
IWMIshares Russell 2000 Etf
Recent Activity
0.11%
$176,768
800 shares@ $220.96 avg price