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
51
$591K 0.42%
+11,527
52
$581K 0.41%
+16,080
53
$581K 0.41%
+2,365
54
$571K 0.4%
+4,395
55
$565K 0.4%
+2,540
56
$546K 0.38%
+1,575
57
$535K 0.38%
+3,451
58
$533K 0.38%
+2,035
59
$521K 0.37%
+4,060
60
$510K 0.36%
+3,620
61
$498K 0.35%
+10,040
62
$490K 0.34%
+11,505
63
$489K 0.34%
+11,846
64
$488K 0.34%
+8,900
65
$486K 0.34%
+3,256
66
$483K 0.34%
+910
67
$480K 0.34%
+8,250
68
$474K 0.33%
+35,598
69
$472K 0.33%
+4,475
70
$472K 0.33%
+6,166
71
$465K 0.33%
+1,010
72
$464K 0.33%
+3,997
73
$463K 0.33%
+6,732
74
$454K 0.32%
+1,920
75
$448K 0.32%
+2,575
1 2
3
4 5