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
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