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HCM

Hall Capital Management Portfolio holdings

AUM $280M
1-Year Est. Return 14.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$3.33M
3
+$1.85M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.38M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.2M

Top Sells

1
+$1.04M
2
+$806K
3
+$762K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$620K
5
JNJ icon
Johnson & Johnson
JNJ
+$391K

Sector Composition

1 Technology 14.58%
2 Consumer Staples 8.41%
3 Financials 8.02%
4 Healthcare 6.9%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEU icon
1
Vanguard FTSE All-World ex-US ETF
VEU
$67B
$22.4M 8.02%
277,276
+43,051
VCIT icon
2
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66B
$21M 7.51%
253,594
+14,355
MSFT icon
3
Microsoft
MSFT
$2.81T
$15.2M 5.43%
37,235
+238
IGSB icon
4
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.1B
$14.2M 5.06%
269,180
+22,170
VO icon
5
Vanguard Mid-Cap ETF
VO
$104B
$13.3M 4.76%
689,576
+520,996
AAPL icon
6
Apple
AAPL
$4.35T
$13.1M 4.7%
48,433
+7,094
JPM icon
7
JPMorgan Chase
JPM
$894B
$9.21M 3.29%
29,402
-69
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.44T
$9.07M 3.24%
23,559
-2,564
JAAA icon
9
Janus Henderson AAA CLO ETF
JAAA
$28.1B
$8.72M 3.12%
172,622
+9,555
WMT icon
10
Walmart Inc
WMT
$940B
$8.45M 3.02%
64,013
+3,743
JNJ icon
11
Johnson & Johnson
JNJ
$564B
$6.32M 2.26%
27,486
-1,680
COST icon
12
Costco
COST
$428B
$6.09M 2.18%
6,005
+141
XLE icon
13
State Street Energy Select Sector SPDR ETF
XLE
$37.1B
$6.01M 2.15%
100,697
-11,555
SMH icon
14
VanEck Semiconductor ETF
SMH
$71.3B
$5.68M 2.03%
11,207
-1,920
WM icon
15
Waste Management
WM
$86.7B
$4.72M 1.69%
20,304
+3
AMZN icon
16
Amazon
AMZN
$2.55T
$4.36M 1.56%
16,461
+154
PEP icon
17
PepsiCo
PEP
$194B
$4.31M 1.54%
27,176
+379
UNP icon
18
Union Pacific
UNP
$153B
$4.09M 1.46%
15,169
+983
DLR icon
19
Digital Realty Trust
DLR
$65.7B
$3.78M 1.35%
18,788
+739
HYG icon
20
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.1B
$3.59M 1.28%
44,686
+6,908
MCD icon
21
McDonald's
MCD
$202B
$3.53M 1.26%
12,018
+33
VIG icon
22
Vanguard Dividend Appreciation ETF
VIG
$109B
$3.52M 1.26%
15,386
+2,544
ADP icon
23
Automatic Data Processing
ADP
$87.4B
$3.4M 1.22%
16,058
-381
V icon
24
Visa
V
$628B
$3.38M 1.21%
10,261
-95
DUK icon
25
Duke Energy
DUK
$96.5B
$3.34M 1.2%
25,816
+2,335
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