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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
ABBV icon
26
AbbVie
ABBV
$391B
$3.29M 1.18%
15,560
-384
HD icon
27
Home Depot
HD
$327B
$2.92M 1.05%
8,895
+68
LMT icon
28
Lockheed Martin
LMT
$123B
$2.91M 1.04%
5,613
-253
NEE icon
29
NextEra Energy
NEE
$179B
$2.85M 1.02%
29,142
+688
HON icon
30
Honeywell
HON
$145B
$2.68M 0.96%
12,484
-44
ORCL icon
31
Oracle
ORCL
$528B
$2.64M 0.94%
16,359
+717
NVDA icon
32
NVIDIA
NVDA
$4.96T
$2.61M 0.93%
13,075
+4,163
TJX icon
33
TJX Companies
TJX
$181B
$2.54M 0.91%
16,228
-433
ABT icon
34
Abbott
ABT
$154B
$2.51M 0.9%
27,638
+267
XLF icon
35
State Street Financial Select Sector SPDR ETF
XLF
$51.1B
$2.42M 0.86%
46,342
+846
META icon
36
Meta Platforms (Facebook)
META
$1.44T
$2.3M 0.82%
3,763
+181
AXP icon
37
American Express
AXP
$232B
$2.26M 0.81%
6,988
+169
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.16M 0.77%
4,556
+93
EMR icon
39
Emerson Electric
EMR
$83.5B
$2.08M 0.74%
14,833
+55
VNQ icon
40
Vanguard Real Estate ETF
VNQ
$37B
$1.95M 0.7%
20,262
-50
VB icon
41
Vanguard Small-Cap ETF
VB
$78.6B
$1.8M 0.64%
6,321
-36
AVGO icon
42
Broadcom
AVGO
$1.87T
$1.77M 0.63%
4,230
+9
KO icon
43
Coca-Cola
KO
$344B
$1.75M 0.62%
22,171
-149
PG icon
44
Procter & Gamble
PG
$351B
$1.73M 0.62%
11,795
-1,141
ISRG icon
45
Intuitive Surgical
ISRG
$142B
$1.69M 0.6%
3,690
+85
BX icon
46
Blackstone
BX
$153B
$1.48M 0.53%
11,798
-768
VCR icon
47
Vanguard Consumer Discretionary ETF
VCR
$6.07B
$1.44M 0.52%
3,668
+40
BMY icon
48
Bristol-Myers Squibb
BMY
$113B
$1.43M 0.51%
+23,612
VBR icon
49
Vanguard Small-Cap Value ETF
VBR
$35.9B
$1.39M 0.5%
5,985
-79
LLY icon
50
Eli Lilly
LLY
$992B
$1.16M 0.41%
1,242
+1,024
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