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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
TVALT Rowe Price Etf Inc
Recent Activity
New Position
0.01%
$80,234
2,511 shares@ $31.96 avg price
AUGUAim Etf Products Trust
Recent Activity
New Position
0.01%
$76,275
2,951 shares@ $25.85 avg price
VALQAmerican Centy Etf Tr
Recent Activity
New Position
0.01%
$68,390
1,101 shares@ $62.12 avg price
JIREJ P Morgan Exchange Traded F
Recent Activity
New Position
0.01%
$65,304
989 shares@ $66.04 avg price
YOUClear Secure Inc
Recent Activity
New Position
0.01%
$64,789
1,955 shares@ $33.15 avg price
BKIEBny Mellon Etf Trust
Recent Activity
New Position
0.01%
$57,952
732 shares@ $79.17 avg price
FLAOAim Etf Products Trust
Recent Activity
New Position
0.01%
$55,265
2,038 shares@ $27.12 avg price
EBUFInnovator Etfs Trust
Recent Activity
New Position
0.01%
$54,619
2,117 shares@ $25.81 avg price
CGCVCapital Group Conservative E
Recent Activity
New Position
0.01%
$53,284
1,955 shares@ $27.26 avg price
NUMVNushares Etf Tr
Recent Activity
New Position
0.01%
$51,981
1,411 shares@ $36.84 avg price