HC

Hara Capital Portfolio holdings

AUM $170M
1-Year Est. Return 12.05%
This Quarter Est. Return
1 Year Est. Return
+12.05%
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
+$3.03M
2
+$1.85M
3
+$1.66M
4
JNJ icon
Johnson & Johnson
JNJ
+$958K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$798K

Top Sells

1
+$12.3M
2
+$7.5M
3
+$5.86M
4
PAAS icon
Pan American Silver
PAAS
+$5.24M
5
XOM icon
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
– –
-1,011
327
– –
-750
328
– –
-4,666
329
– –
-486
330
– –
-172
331
– –
-160
332
– –
-924
333
– –
-900
10 11 12 13
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