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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
LLY icon
176
Eli Lilly
LLY
$1.02T
$59.8K 0.03%
65
CAH icon
177
Cardinal Health
CAH
$49.8B
$59.2K 0.03%
280
IBTI icon
178
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.74B
$58.9K 0.03%
2,643
PG icon
179
Procter & Gamble
PG
$346B
$58.8K 0.03%
407
VSXY
180
Victoria's Secret
VSXY
$5.96B
$58K 0.03%
1,250
ZTS icon
181
Zoetis
ZTS
$34.5B
$57.3K 0.03%
485
WIW
182
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$517M
$57.3K 0.03%
6,774
SPY icon
183
State Street SPDR S&P 500 ETF Trust
SPY
$769B
$55.4K 0.03%
85
PSLV icon
184
Sprott Physical Silver Trust
PSLV
$13.1B
$54.3K 0.03%
2,225
-450
C icon
185
Citigroup
C
$230B
$54K 0.03%
476
VXUS icon
186
Vanguard Total International Stock ETF
VXUS
$149B
$54K 0.03%
700
WMT icon
187
Walmart Inc
WMT
$946B
$52.3K 0.03%
420
BUD icon
188
AB InBev
BUD
$157B
$51.7K 0.03%
745
PLD icon
189
Prologis
PLD
$138B
$50.2K 0.03%
380
GXO icon
190
GXO Logistics
GXO
$5.78B
$49.8K 0.02%
960
WFRD icon
191
Weatherford International
WFRD
$7.28B
$48.7K 0.02%
515
-360
EWJV icon
192
iShares MSCI Japan Value ETF
EWJV
$712M
$47.8K 0.02%
1,120
-330
MCD icon
193
McDonald's
MCD
$201B
$45.1K 0.02%
145
EMF
194
Templeton Emerging Markets Fund
EMF
$334M
$43.7K 0.02%
2,500
-3,560
VCIT icon
195
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.9B
$43.4K 0.02%
+525
ECL icon
196
Ecolab
ECL
$74.4B
$41.3K 0.02%
155
GOEX icon
197
Global X Gold Explorers ETF NEW
GOEX
$105M
$40.6K 0.02%
480
PANW icon
198
Palo Alto Networks
PANW
$212B
$40.1K 0.02%
250
SYK icon
199
Stryker
SYK
$120B
$37.9K 0.02%
115
VYMI icon
200
Vanguard International High Dividend Yield ETF
VYMI
$19.3B
$37.7K 0.02%
400
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