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
26
$1.59M 1.07%
1,677
-1,697
27
$1.49M 1%
35,188
-24,866
28
$1.47M 0.99%
96,602
-148,588
29
$1.38M 0.93%
60,098
+22,632
30
$1.32M 0.9%
27,440
-38,690
31
$1.3M 0.88%
2,373
-2,484
32
$1.3M 0.88%
31,112
-93,452
33
$1.28M 0.86%
5,216
-5,476
34
$1.2M 0.81%
101,403
-129,506
35
$1.16M 0.78%
7,500
-17,864
36
$1.13M 0.76%
137,674
-336,450
37
$1.11M 0.75%
1,814
-2,120
38
$970K 0.66%
36,325
-26,617
39
$961K 0.65%
5,050
-8,080
40
$960K 0.65%
9,722
-5,658
41
$892K 0.6%
12,330
-12,590
42
$891K 0.6%
1,899
-1,899
43
$850K 0.57%
27,594
-18,274
44
$825K 0.56%
32,991
-41,161
45
$823K 0.56%
1,767
-1,759
46
$798K 0.54%
+1
47
$792K 0.53%
3,020
-2,980
48
$719K 0.49%
2,309
-2,359
49
$700K 0.47%
4,060
-4,060
50
$697K 0.47%
3,456
-3,456
1
2
3 4 5