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
126
$177K 0.12%
7,876
-27,561
127
$176K 0.12%
1,885
-4,313
128
$172K 0.12%
1,336
-1,586
129
$168K 0.11%
5,900
-7,170
130
$166K 0.11%
1,585
-1,585
131
$161K 0.11%
460
-535
132
$159K 0.11%
7,150
-14,300
133
$155K 0.1%
8,458
-31,066
134
$153K 0.1%
542
-522
135
$150K 0.1%
3,950
-8,400
136
$143K 0.1%
1,080
-1,080
137
$138K 0.09%
810
-810
138
$136K 0.09%
4,707
-5,287
139
$124K 0.08%
3,100
-2,900
140
$120K 0.08%
2,050
-2,050
141
$117K 0.08%
3,342
-4,342
142
$113K 0.08%
730
-730
143
$112K 0.08%
1,882
-1,882
144
$111K 0.07%
453
-453
145
$110K 0.07%
964
-3,808
146
$108K 0.07%
4,240
-4,500
147
$106K 0.07%
830
-830
148
$105K 0.07%
4,832
149
$104K 0.07%
1,162
-1,162
150
$102K 0.07%
5,495
-12,755
4 5
6
7 8