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Jim Dushek

@Harbour Investments, Inc.

Latest period2024 - Q3ReportedManaged Assets$3.324BTotal holdings3396
Assets growth rate12.14%Assets growth rate (2-Q avg)8.59%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Harbour Investments, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3396 positions.

Assets under management

The assets under management (AUM) of Harbour Investments, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.324B in assets, with a quarterly growth rate of 12.14% and a 2-quarter average growth rate of 8.59%. The portfolio is managed by Jim Dushek, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.09%
$2.664M
78,955 shares@ $33.75 avg price
PYLDPimco Etf Tr
Recent Activity
New Position
0.08%
$2.656M
99,650 shares@ $26.66 avg price
CLIPGlobal X Fds
Recent Activity
New Position
0.07%
$2.092M
20,819 shares@ $100.51 avg price
BYLDIshares Tr
Recent Activity
New Position
0.06%
$1.895M
82,699 shares@ $22.92 avg price
ZJULInnovator Etfs Trust
Recent Activity
New Position
0.06%
$1.728M
64,539 shares@ $26.78 avg price
XIJNFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.05%
$1.587M
51,324 shares@ $30.92 avg price
JPIEJ P Morgan Exchange Traded F
Recent Activity
New Position
0.03%
$867,771
18,706 shares@ $46.39 avg price
FFLGFidelity Covington Trust
Recent Activity
New Position
0.03%
$844,788
35,273 shares@ $23.95 avg price
CPSACalamos Etf Tr
Recent Activity
New Position
0.03%
$800,442
32,243 shares@ $24.83 avg price
JAJLInnovator Etfs Trust
Recent Activity
New Position
0.03%
$714,304
26,773 shares@ $26.69 avg price