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
76
$436K 0.31%
+307
77
$435K 0.31%
+42,600
78
$433K 0.31%
+1,465
79
$431K 0.3%
+24,454
80
$430K 0.3%
+1,901
81
$429K 0.3%
+8,249
82
$407K 0.29%
+12,430
83
$404K 0.28%
+13,034
84
$397K 0.28%
+2,570
85
$390K 0.27%
+4,640
86
$375K 0.26%
+7,472
87
$372K 0.26%
+1,774
88
$354K 0.25%
+2,257
89
$351K 0.25%
+37,960
90
$344K 0.24%
+2,625
91
$335K 0.24%
+23,436
92
$325K 0.23%
+1,430
93
$319K 0.22%
+12,125
94
$308K 0.22%
+2,735
95
$306K 0.22%
+4,655
96
$306K 0.22%
+4,985
97
$304K 0.21%
+1,174
98
$303K 0.21%
+2,711
99
$294K 0.21%
+11,517
100
$287K 0.2%
+1,500
2 3
4
5 6