HC
Hara Capital Portfolio holdings
AUM
$161M
1-Year Return
2%
This Quarter Return
-2.41%
1 Year Return
-2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$313M
AUM Growth
+$152M
(+94%)
Cap. Flow
+$157M
Cap. Flow
% of AUM
50.12%
Top 10 Holdings %
Top 10 Hldgs %
34.58%
Holding
318
New
17
Increased
280
Reduced
14
Closed
6
Top Buys
| 1 |
PBF Energy
PBF
|
$15.7M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$6.46M |
| 3 |
Valaris
VAL
|
$5.81M |
| 4 |
Schlumberger
SLB
|
$5.62M |
| 5 |
Exxon Mobil
XOM
|
$4.53M |
Top Sells
Sector Composition
| 1 | Energy | 39.52% |
| 2 | Technology | 9.31% |
| 3 | Financials | 5.98% |
| 4 | Materials | 5.39% |
| 5 | Industrials | 4.41% |
