HC
Hara Capital Portfolio holdings
AUM
$161M
1-Year Return
2%
This Quarter Return
-2.04%
1 Year Return
-2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
-$164M
(-53%)
Cap. Flow
-$152M
Cap. Flow
% of AUM
-102.67%
Top 10 Holdings %
Top 10 Hldgs %
34.84%
Holding
334
New
22
Increased
7
Reduced
269
Closed
31
Top Buys
| 1 |
Invesco CurrencyShares Japanese Yen Trust
FXY
|
+$3.03M |
| 2 |
Weatherford International
WFRD
|
+$1.85M |
| 3 |
HF Sinclair
DINO
|
+$1.66M |
| 4 |
Johnson & Johnson
JNJ
|
+$958K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$798K |
Top Sells
| 1 |
PBF Energy
PBF
|
+$12.3M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$7.5M |
| 3 |
California Resources
CRC
|
+$5.86M |
| 4 |
Pan American Silver
PAAS
|
+$5.24M |
| 5 |
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% |
