HC

Hara Capital Portfolio holdings

AUM $170M
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
+12.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.85M
3
+$1.66M
4
JNJ icon
Johnson & Johnson
JNJ
+$958K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$798K

Top Sells

1
+$12.3M
2
+$7.5M
3
+$5.86M
4
PAAS icon
Pan American Silver
PAAS
+$5.24M
5
XOM icon
Exxon Mobil
XOM
+$5.05M

Sector Composition

1 Energy 38.42%
2 Financials 6.75%
3 Technology 5.91%
4 Healthcare 4.83%
5 Materials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.2K 0.01%
480
-480
227
$17.2K 0.01%
510
-510
228
$16.8K 0.01%
380
-380
229
$16.4K 0.01%
150
-150
230
$15.8K 0.01%
121
-3,209
231
$15.3K 0.01%
768
232
$14.3K 0.01%
238
-738
233
$14.2K 0.01%
450
-450
234
$13.8K 0.01%
75
-75
235
$12.1K 0.01%
270
-270
236
$12.1K 0.01%
59
-59
237
$12K 0.01%
445
-445
238
$12K 0.01%
185
-455
239
$11.5K 0.01%
84
-84
240
$10.8K 0.01%
50
-50
241
$10.8K 0.01%
1,430
-1,430
242
$10.5K 0.01%
32
-32
243
$9.32K 0.01%
320
-16,226
244
$9.19K 0.01%
185
-185
245
$8.78K 0.01%
90
-110
246
$8.21K 0.01%
115
-115
247
$7.87K 0.01%
200
-1,300
248
$7.44K 0.01%
91
-91
249
$7.42K 0.01%
2,000
-2,000
250
$6.41K ﹤0.01%
597
-597
8 9
10
11 12