HC

Hara Capital Portfolio holdings

AUM $180M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
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
+$2.99M
2
+$2.19M
3
+$1.77M
4
JNJ icon
Johnson & Johnson
JNJ
+$904K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$729K

Top Sells

1
+$16.1M
2
+$7.39M
3
+$6.33M
4
PAAS icon
Pan American Silver
PAAS
+$4.86M
5
NBR icon
Nabors Industries
NBR
+$4.76M

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
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327
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328
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-1,177
329
– –
-1,011
330
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-160
331
– –
-924
332
– –
-900
333
– –
-11,920
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