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
$156M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$784K
2
+$592K
3
+$571K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$533K
5
GIL icon
Gildan
GIL
+$532K

Top Sells

1
+$2.12M
2
+$692K
3
+$662K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$485K
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$441K

Sector Composition

1 Energy 40.57%
2 Technology 8.15%
3 Materials 4.98%
4 Financials 4.19%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.92%
69,202
-1,107
27
$1.29M 0.83%
6,690
-1,225
28
$1.29M 0.83%
1,967
-3
29
$1.26M 0.8%
129,167
+12,422
30
$1.25M 0.8%
7,190
-1,050
31
$1.13M 0.73%
16,628
-705
32
$1.1M 0.7%
2,491
33
$1.09M 0.7%
5,406
-31
34
$1M 0.64%
8,666
35
$986K 0.63%
47,214
-7,779
36
$981K 0.63%
20,165
-30
37
$960K 0.61%
22,924
-7,700
38
$949K 0.61%
3,000
-1,000
39
$850K 0.54%
6,166
40
$789K 0.5%
3,456
41
$784K 0.5%
+21,699
42
$774K 0.5%
1,763
-5
43
$729K 0.47%
2,334
44
$727K 0.47%
5,000
-1,000
45
$719K 0.46%
58,198
+933
46
$710K 0.45%
1,899
47
$705K 0.45%
17,731
-81
48
$689K 0.44%
158,423
-13,200
49
$689K 0.44%
4,395
50
$683K 0.44%
256,693
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