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
176
$54.9K 0.04%
1,650
-1,650
177
$53.7K 0.04%
65
-65
178
$51.8K 0.04%
723
-659
179
$51.7K 0.03%
1,700
-1,700
180
$50.3K 0.03%
930
-930
181
$47.5K 0.03%
+85
182
$47.5K 0.03%
152
-138
183
$47.3K 0.03%
244
-790
184
$47.1K 0.03%
1,760
-2,960
185
$43.8K 0.03%
1,549
-2,181
186
$43.5K 0.03%
700
-700
187
$42.8K 0.03%
115
-115
188
$42.7K 0.03%
250
-1,010
189
$42.5K 0.03%
380
-380
190
$42.4K 0.03%
625
-595
191
$40K 0.03%
456
-456
192
$39.3K 0.03%
155
-155
193
$39.2K 0.03%
579
-1,573
194
$38.6K 0.03%
280
-280
195
$38K 0.03%
+500
196
$37.7K 0.03%
+1,500
197
$37.5K 0.03%
960
-960
198
$36.7K 0.02%
105
-117
199
$36.5K 0.02%
250
-250
200
$35.9K 0.02%
675
-1,785
6 7
8
9 10