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HC

Hara Capital Portfolio holdings

AUM $200M
1-Year Est. Return 49.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.15M
3
+$2.41M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
BDX icon
Becton Dickinson
BDX
+$1.49M

Top Sells

1
+$14M
2
+$3.47M
3
+$2.32M
4
AAPL icon
Apple
AAPL
+$1.45M
5
SOR
Source Capital
SOR
+$1.22M

Sector Composition

1 Energy 41.74%
2 Healthcare 8.68%
3 Technology 6.4%
4 Financials 5.65%
5 Materials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KW icon
76
Kennedy-Wilson Holdings
KW
$1.54B
$610K 0.3%
55,746
-16,874
CB icon
77
Chubb
CB
$126B
$609K 0.3%
1,862
NICE icon
78
Nice
NICE
$5.19B
$604K 0.3%
5,482
-43
LOW icon
79
Lowe's Companies
LOW
$122B
$600K 0.3%
2,540
GDXJ icon
80
VanEck Junior Gold Miners ETF
GDXJ
$7.32B
$593K 0.3%
4,943
-140
VBF icon
81
Invesco Bond Fund
VBF
$172M
$583K 0.29%
+38,853
UNP icon
82
Union Pacific
UNP
$161B
$574K 0.29%
2,365
BCHI
83
GMO Beyond China ETF
BCHI
$19.5M
$570K 0.28%
17,875
-437
NSC icon
84
Norfolk Southern
NSC
$70.1B
$551K 0.27%
1,920
EXE
85
Expand Energy Corp
EXE
$21.2B
$540K 0.27%
4,920
+1,875
TFPM icon
86
Triple Flag Precious Metals
TFPM
$5.75B
$536K 0.27%
15,439
-650
ITW icon
87
Illinois Tool Works
ITW
$73.8B
$533K 0.27%
2,035
SLVR
88
Sprott Silver Miners & Physical Silver ETF
SLVR
$683M
$527K 0.26%
8,899
-570
COP icon
89
ConocoPhillips
COP
$142B
$520K 0.26%
3,940
-270
HD icon
90
Home Depot
HD
$320B
$518K 0.26%
1,575
GDX icon
91
VanEck Gold Miners ETF
GDX
$23.6B
$516K 0.26%
5,627
-1,010
GOOG icon
92
Alphabet (Google) Class C
GOOG
$4.42T
$515K 0.26%
1,795
-60
IVE icon
93
iShares S&P 500 Value ETF
IVE
$47.5B
$493K 0.25%
2,335
GS icon
94
Goldman Sachs
GS
$304B
$470K 0.23%
555
BRK.B icon
95
Berkshire Hathaway Class B
BRK.B
$1.05T
$451K 0.23%
942
-50
OR icon
96
OR Royalties Inc
OR
$6.19B
$451K 0.23%
11,845
-1,250
TMO icon
97
Thermo Fisher Scientific
TMO
$184B
$448K 0.22%
910
COF icon
98
Capital One
COF
$114B
$436K 0.22%
2,390
CTVA icon
99
Corteva
CTVA
$50.2B
$436K 0.22%
5,206
GILD icon
100
Gilead Sciences
GILD
$156B
$410K 0.2%
2,940
-65
2 3
4
5 6