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
151
$102K 0.07%
161
-159
152
$101K 0.07%
2,034
153
$99.4K 0.07%
2,191
-3,399
154
$96.9K 0.07%
4,266
-4,668
155
$94.7K 0.06%
10,774
-10,774
156
$93K 0.06%
1,790
-3,690
157
$92.4K 0.06%
2,090
-21,980
158
$89.1K 0.06%
3,813
159
$85K 0.06%
1,340
-1,340
160
$82.9K 0.06%
18
-18
161
$80.8K 0.05%
1,312
-1,008
162
$79.9K 0.05%
485
-485
163
$79.7K 0.05%
2,130
-6,322
164
$78.1K 0.05%
116
-116
165
$76.8K 0.05%
3,346
166
$76.7K 0.05%
335
-335
167
$75.3K 0.05%
1,040
-1,040
168
$73.7K 0.05%
1,000
-1,000
169
$73.4K 0.05%
875
-2,141
170
$71.9K 0.05%
1,165
-2,521
171
$71.2K 0.05%
6,137
-9,187
172
$69.4K 0.05%
407
-407
173
$66.9K 0.05%
2,357
-2,557
174
$63.9K 0.04%
426
-378
175
$56.6K 0.04%
2,234
-2,488
5 6
7
8 9