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
51
$665K 0.45%
17,213
-26,673
52
$660K 0.45%
3,148
-3,218
53
$659K 0.44%
5,000
-5,000
54
$652K 0.44%
8,327
-9,757
55
$626K 0.42%
8,250
-8,250
56
$615K 0.42%
4,640
-4,640
57
$607K 0.41%
38,324
-38,324
58
$598K 0.4%
14,326
-18,576
59
$592K 0.4%
2,540
-2,540
60
$580K 0.39%
4,395
-4,395
61
$577K 0.39%
1,575
-1,575
62
$562K 0.38%
1,862
-1,862
63
$562K 0.38%
6,166
-6,166
64
$559K 0.38%
2,365
-2,365
65
$558K 0.38%
64,268
-121,946
66
$542K 0.37%
1,017
-1,013
67
$537K 0.36%
18,240
-18,240
68
$531K 0.36%
3,200
-11,000
69
$510K 0.34%
8,367
-12,295
70
$505K 0.34%
2,035
-2,035
71
$502K 0.34%
67,696
-81,476
72
$501K 0.34%
3,205
-3,845
73
$496K 0.34%
2,966
-3,557
74
$491K 0.33%
+20,212
75
$489K 0.33%
31,814
-28,946
1 2
3
4 5