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
276
$1.43K ﹤0.01%
+3
277
$1.38K ﹤0.01%
128
-128
278
$1.36K ﹤0.01%
+5
279
$1.34K ﹤0.01%
+5
280
$1.28K ﹤0.01%
+18
281
$1.22K ﹤0.01%
50
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282
$1.18K ﹤0.01%
15
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$1.17K ﹤0.01%
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284
$1.14K ﹤0.01%
+5
285
$1.03K ﹤0.01%
11
-11
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$991 ﹤0.01%
+2
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$941 ﹤0.01%
5
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$882 ﹤0.01%
5
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289
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20
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$827 ﹤0.01%
+5
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$804 ﹤0.01%
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$775 ﹤0.01%
3
-3
293
$737 ﹤0.01%
2
-2
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$670 ﹤0.01%
45
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295
$611 ﹤0.01%
+61
296
$538 ﹤0.01%
100
-1,020
297
$503 ﹤0.01%
5
-5
298
$399 ﹤0.01%
1
-1
299
$390 ﹤0.01%
+25
300
$383 ﹤0.01%
6
-1,206