Christine Drisco
@New Harbor Financial Group, Llc
Latest period2024 - Q4ReportedManaged Assets$339.88MTotal holdings59
Assets growth rate-12.93%Assets growth rate (2-Q avg)2.38%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in New Harbor Financial Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 59 positions.
Assets under management
The assets under management (AUM) of New Harbor Financial 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 339.88M in assets, with a quarterly growth rate of -12.93% and a 2-quarter average growth rate of 2.38%. The portfolio is managed by Christine Drisco, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPYSpdr S&p 500 Etf Tr
| 0.21% | $690,402 1,178 shares@ $586.08 avg price | Decreased -33.03% |
AMZNAmazon Com Inc
| 0.18% | $605,516 2,760 shares@ $219.39 avg price | Decreased -6.75% |
JPMJpmorgan Chase & Co.
| 0.13% | $435,074 1,815 shares@ $239.72 avg price | Decreased -9.25% |
VRTXVertex Pharmaceuticals Inc
| 0.08% | $241,620 600 shares@ $402.7 avg price | Decreased -7.69% |
METAMeta Platforms Inc
| 0.07% | $234,204↓ Put 400 shares@ $585.51 avg price | Decreased -17.01% |
UECUranium Energy Corp
| 0.06% | $189,715 28,358 shares@ $6.69 avg price | Decreased -3.95% |