HC
Hara Capital Portfolio holdings
AUM
$161M
1-Year Est. Return
2%
1 Year Est. Return
-2%
AUM
$148M
AUM Growth
-$164M
(-53%)
Holding
334
Top Buys
| 1 | +$3.03M | |
| 2 | +$1.85M | |
| 3 | +$1.66M | |
| 4 |
Johnson & Johnson
JNJ
|
+$958K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$798K |
Top Sells
| 1 | +$12.3M | |
| 2 | +$7.5M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Fidelity National Information Services
FIS
$35.4B
| – | – |
-98
|
|
||
327
Goodyear
GT
$2.07B
| – | – |
-2,400
|
|
||
|
HES
328
DELISTED
Hess
HES
| – | – |
-74
|
|
||
329
Harmony Gold Mining
HMY
$10.9B
| – | – |
-5,706
|
|
||
330
Humana
HUM
$35B
| – | – |
-20
|
|
||
|
IGI
331
Western Asset Investment Grade Defined Opportunity Trust
IGI
$100M
| – | – |
-1,714
|
|
||
332
Jazz Pharmaceuticals
JAZZ
$8.4B
| – | – |
-190
|
|
||
|
JWN
333
DELISTED
Nordstrom
JWN
| – | – |
-400
|
|