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 |
---|---|---|---|
AEMAgnico Eagle Mines Ltd
| 0.09% | $289,768 3,705 shares@ $78.21 avg price | New Position |
IWMIshares Tr
| 0.09% | $285,480 1,292 shares@ $220.96 avg price | New Position |
BNDXVanguard Charlotte Fds
| 0.09% | $274,680 5,600 shares@ $49.05 avg price | |
XOMExxon Mobil Corp
| 0.08% | $264,730 2,461 shares@ $107.58 avg price | Increased 25.37% |
VWOVanguard Intl Equity Index F
| 0.08% | $261,762 5,944 shares@ $44.04 avg price | Increased 4.19% |
WPMWheaton Precious Metals Corp
| 0.08% | $251,899 4,479 shares@ $56.25 avg price | Increased 12.68% |
VRTXVertex Pharmaceuticals Inc
| 0.08% | $241,620 600 shares@ $402.7 avg price | Decreased -7.69% |
QQQInvesco Qqq Tr
| 0.07% | $235,166 460 shares@ $511.24 avg price | New Position |
METAMeta Platforms Inc
| 0.07% | $234,204↓ Put 400 shares@ $585.51 avg price | Decreased -17.01% |
TLTWIshares Tr
| 0.07% | $232,472 9,884 shares@ $23.53 avg price | New Position |