HC

Hara Capital Portfolio holdings

AUM $161M
1-Year Est. Return 2%
This Quarter Est. Return
1 Year Est. Return
-2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$9.2M
3
+$7.84M
4
NBR icon
Nabors Industries
NBR
+$5.72M
5
XOM icon
Exxon Mobil
XOM
+$5.41M

Top Sells

No sells this quarter

Sector Composition

1 Energy 40.06%
2 Technology 8.11%
3 Materials 4.71%
4 Financials 4.25%
5 Healthcare 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.84%
+69,641
27
$1.18M 0.83%
+1,790
28
$1.16M 0.81%
+7,615
29
$1.15M 0.81%
+106,490
30
$1.11M 0.78%
+9,910
31
$1.03M 0.72%
+384,193
32
$1.03M 0.72%
+17,983
33
$1.03M 0.72%
+56,633
34
$1.02M 0.72%
+24,752
35
$955K 0.67%
+5,612
36
$867K 0.61%
+159,623
37
$857K 0.6%
+8,240
38
$856K 0.6%
+37,448
39
$821K 0.58%
+6,000
40
$794K 0.56%
+35,453
41
$759K 0.53%
+1,899
42
$726K 0.51%
+1,768
43
$686K 0.48%
+3,456
44
$672K 0.47%
+2,334
45
$666K 0.47%
+28,598
46
$650K 0.46%
+29,258
47
$632K 0.45%
+18,240
48
$631K 0.44%
+13,341
49
$620K 0.44%
+18,412
50
$596K 0.42%
+6,599
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