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
251
$6.37K ﹤0.01%
135
-495
252
$6.32K ﹤0.01%
115
-115
253
$6K ﹤0.01%
100
-100
254
$5.56K ﹤0.01%
+3
255
$5.5K ﹤0.01%
102
-102
256
$5.42K ﹤0.01%
1,856
-1,856
257
$5.19K ﹤0.01%
134
-134
258
$5K ﹤0.01%
65
-65
259
$4.62K ﹤0.01%
170
-170
260
$4.41K ﹤0.01%
210
-410
261
$4.17K ﹤0.01%
150
-150
262
$3.88K ﹤0.01%
8
-8
263
$3.73K ﹤0.01%
37
+5
264
$3.53K ﹤0.01%
120
-120
265
$2.94K ﹤0.01%
40
-40
266
$2.67K ﹤0.01%
35
-35
267
$2.38K ﹤0.01%
15
-15
268
$2.1K ﹤0.01%
5
-5
269
$2.02K ﹤0.01%
+22
270
$1.98K ﹤0.01%
+17
271
$1.98K ﹤0.01%
18
-18
272
$1.85K ﹤0.01%
19
-19
273
$1.73K ﹤0.01%
+5
274
$1.66K ﹤0.01%
20
-380
275
$1.61K ﹤0.01%
63
-63
9 10
11
12 13