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
$161M
AUM Growth
+$4.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.77M
3
+$3.39M
4
SABA
Saba Capital Income & Opportunities Fund II
SABA
+$2.76M
5
B
Barrick Mining
B
+$1.65M

Top Sells

1
+$3.69M
2
+$3.49M
3
+$1.72M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.02M
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$990K

Sector Composition

1 Energy 36.81%
2 Technology 9.02%
3 Materials 6.65%
4 Financials 5.1%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$36.8K 0.02%
+456
202
$34.6K 0.02%
+481
203
$33.9K 0.02%
+530
204
$33K 0.02%
+606
205
$31.4K 0.02%
+135
206
$30.9K 0.02%
+280
207
$29K 0.02%
+131
208
$28.6K 0.02%
+1,430
209
$27.9K 0.02%
+278
210
$26.7K 0.02%
+564
211
$26.3K 0.02%
+200
212
$25.7K 0.02%
+85
213
$25.3K 0.02%
+990
214
$23.2K 0.01%
+258
215
$22.5K 0.01%
+615
216
$21K 0.01%
+122
217
$20.7K 0.01%
+331
218
$20.7K 0.01%
+320
219
$20.4K 0.01%
3,500
-43,365
220
$19.9K 0.01%
+105
221
$19.6K 0.01%
+148
222
$19.3K 0.01%
+75
223
$18.7K 0.01%
+180
224
$18.7K 0.01%
156
-8,510
225
$17K 0.01%
+600
7 8
9
10 11