HC

Hara Capital Portfolio holdings

AUM $180M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
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
+$2.99M
2
+$2.19M
3
+$1.77M
4
JNJ icon
Johnson & Johnson
JNJ
+$904K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$729K

Top Sells

1
+$16.1M
2
+$7.39M
3
+$6.33M
4
PAAS icon
Pan American Silver
PAAS
+$4.86M
5
NBR icon
Nabors Industries
NBR
+$4.76M

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
201
$34.9K 0.02%
+800
202
$34.2K 0.02%
1,600
-1,600
203
$33.6K 0.02%
520
-520
204
$32.9K 0.02%
615
-615
205
$32.8K 0.02%
300
-300
206
$32.6K 0.02%
131
-131
207
$32K 0.02%
985
-3,235
208
$31.4K 0.02%
1,108
-2,708
209
$29.4K 0.02%
135
-135
210
$28.6K 0.02%
862
-862
211
$24.8K 0.02%
477
-957
212
$24.5K 0.02%
990
-990
213
$24.1K 0.02%
200
-200
214
$23.6K 0.02%
258
-258
215
$23.3K 0.02%
1,509
-1,109
216
$23.2K 0.02%
85
-85
217
$22.5K 0.02%
2,581
-4,281
218
$21.9K 0.01%
451
-677
219
$21.7K 0.01%
105
-105
220
$20.1K 0.01%
195
-165
221
$19.5K 0.01%
122
-122
222
$19.4K 0.01%
3,675
-21,125
223
$18.6K 0.01%
148
-148
224
$18.6K 0.01%
600
-600
225
$18.4K 0.01%
156
-4,456
7 8
9
10 11