HC

Hara Capital Portfolio holdings

AUM $180M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1 +$5.13M
2 +$1.71M
3 +$1.2M
4
ALK icon
Alaska Air
ALK
+$1.08M
5
CMCSA icon
Comcast
CMCSA
+$976K

Top Sells

1 +$1.73M
2 +$873K
3 +$852K
4
GLD icon
SPDR Gold Trust
GLD
+$533K
5
HP icon
Helmerich & Payne
HP
+$427K

Sector Composition

1 Energy 37.99%
2 Healthcare 10.44%
3 Technology 5.67%
4 Financials 5.18%
5 Materials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CI icon
251
Cigna
CI
$68.5B
$8.81K ﹤0.01%
32
EFA icon
252
iShares MSCI EAFE ETF
EFA
$72.8B
$8.74K ﹤0.01%
91
ZM icon
253
Zoom
ZM
$22.2B
$8.71K ﹤0.01%
101
-353
NTR icon
254
Nutrien
NTR
$37.6B
$8.64K ﹤0.01%
140
MPC icon
255
Marathon Petroleum
MPC
$66.3B
$8.62K ﹤0.01%
53
GEF icon
256
Greif
GEF
$3.83B
$7.85K ﹤0.01%
115
WBD icon
257
Warner Bros
WBD
$69B
$7.61K ﹤0.01%
264
-150
TRP icon
258
TC Energy
TRP
$66B
$7.43K ﹤0.01%
135
OKLO
259
Oklo
OKLO
$9.66B
$7.18K ﹤0.01%
100
IEMG icon
260
iShares Core MSCI Emerging Markets ETF
IEMG
$140B
$6.86K ﹤0.01%
102
GSK icon
261
GSK
GSK
$111B
$6.63K ﹤0.01%
134
MOS icon
262
The Mosaic Company
MOS
$8.98B
$6.5K ﹤0.01%
270
DGII icon
263
Digi International
DGII
$1.9B
$6.49K ﹤0.01%
150
MO icon
264
Altria Group
MO
$111B
$5.87K ﹤0.01%
100
APA icon
265
APA Corp
APA
$11.5B
$5.14K ﹤0.01%
210
FMX icon
266
Fomento Económico Mexicano
FMX
$37.7B
$5.05K ﹤0.01%
50
-40
OMC icon
267
Omnicom Group
OMC
$24.6B
$4.73K ﹤0.01%
+58
NOK icon
268
Nokia
NOK
$44.4B
$4.53K ﹤0.01%
700
ENB icon
269
Enbridge
ENB
$117B
$4.3K ﹤0.01%
90
WFG icon
270
West Fraser Timber
WFG
$5.05B
$3.97K ﹤0.01%
65
AZN icon
271
AstraZeneca
AZN
$301B
$3.68K ﹤0.01%
40
HDB icon
272
HDFC Bank
HDB
$147B
$3.65K ﹤0.01%
100
VRTX icon
273
Vertex Pharmaceuticals
VRTX
$125B
$3.63K ﹤0.01%
8
BSX icon
274
Boston Scientific
BSX
$103B
$3.53K ﹤0.01%
37
FLJP icon
275
Franklin FTSE Japan ETF
FLJP
$3.22B
$3.44K ﹤0.01%
100