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HC

Hara Capital Portfolio holdings

AUM $200M
1-Year Est. Return 49.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.26M
3
+$3.11M
4
NVO
Novo Nordisk
NVO
+$2.72M
5
BIO icon
Bio-Rad Laboratories Class A
BIO
+$886K

Top Sells

1
+$5.16M
2
+$3.52M
3
+$1.15M
4
SABA
Saba Capital Income & Opportunities Fund II
SABA
+$1.03M
5
HYI
Western Asset High Yield Opportunity Fund Inc
HYI
+$975K

Sector Composition

1 Energy 37.11%
2 Healthcare 10.15%
3 Technology 5.66%
4 Materials 4.79%
5 Financials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 10.6%
596,369
+8,360
2
$8.34M 4.91%
171,022
-2,360
3
$7.06M 4.16%
120,049
-60,005
4
$6.02M 3.55%
100,274
-8,610
5
$5.12M 3.02%
125,371
+87,388
6
$5.01M 2.95%
94,214
-634
7
$4.92M 2.9%
109,344
+1,807
8
$4.27M 2.52%
42,645
-9,316
9
$4.24M 2.5%
37,633
-4,764
10
$4.05M 2.39%
+113,452
11
$3.39M 2%
+10,484
12
$3.31M 1.95%
53,254
-2,892
13
$3.15M 1.85%
275,291
+19,684
14
$3.1M 1.83%
59,223
-2,790
15
$2.93M 1.73%
5,657
-245
16
$2.71M 1.6%
120,685
+300
17
$2.58M 1.52%
+46,417
18
$2.53M 1.49%
9,936
19
$2.53M 1.49%
47,415
-450
20
$2.5M 1.47%
72,758
-2,378
21
$2.13M 1.26%
351,839
+157,094
22
$2.02M 1.19%
23,996
-969
23
$1.81M 1.07%
7,460
24
$1.57M 0.92%
29,137
-9,322
25
$1.55M 0.91%
1,677
1
2 3 4 5