HC
Hara Capital Portfolio holdings
AUM
$180M
1-Year Est. Return
18.89%
This Fund
S&P 500
1 Year Est. Return
+18.89%
AUM
$180M
AUM Growth
+$10M
(+5.9%)
Holding
303
Top Buys
| 1 | +$5.13M | |
| 2 | +$1.71M | |
| 3 | +$1.2M | |
| 4 |
Alaska Air
ALK
|
+$1.08M |
| 5 |
Comcast
CMCSA
|
+$976K |
Top Sells
| 1 | +$1.73M | |
| 2 | +$873K | |
| 3 | +$852K | |
| 4 |
SPDR Gold Trust
GLD
|
+$533K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
IBTF
301
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
| – | – |
-2,094
|
|
||
|
IPG
302
DELISTED
Interpublic Group of Companies
IPG
| – | – |
-170
|
|
||
303
TotalEnergies
TTE
$172B
| – | – |
-105
|
|