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
1
$8.56M 5.78%
448,145
-646,840
2
$7.71M 5.21%
131,293
-15,661
3
$6.49M 4.39%
109,284
-126,328
4
$5.27M 3.56%
134,327
-54,059
5
$5.05M 3.41%
42,456
-42,478
6
$4.39M 2.97%
185,366
-19,311
7
$4.17M 2.82%
94,848
-133,300
8
$3.49M 2.36%
31,355
-39,973
9
$3.41M 2.3%
81,584
-74,870
10
$3.03M 2.05%
+49,346
11
$2.97M 2.01%
71,542
-81
12
$2.78M 1.88%
247,965
-327,752
13
$2.75M 1.86%
328,047
-435,479
14
$2.53M 1.71%
11,386
-12,492
15
$2.36M 1.6%
90,440
-30,538
16
$2.22M 1.5%
5,922
-10,169
17
$2.07M 1.4%
38,459
-3,380
18
$2.07M 1.4%
97,322
-124,572
19
$1.89M 1.28%
57,492
+50,526
20
$1.87M 1.27%
73,875
-36,693
21
$1.85M 1.25%
+34,461
22
$1.81M 1.22%
10,897
+5,777
23
$1.71M 1.16%
196,608
-432,083
24
$1.63M 1.1%
14,460
-15,636
25
$1.6M 1.08%
61,812
-202,980
1
2 3 4 5