HCM

Hall Capital Management Portfolio holdings

AUM $259M
1-Year Est. Return 15.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.12M
3
+$1.46M
4
AKRE
Akre Focus ETF
AKRE
+$960K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$751K

Top Sells

1
+$1.84M
2
+$352K
3
+$212K
4
PFE icon
Pfizer
PFE
+$212K
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$211K

Sector Composition

1 Technology 15.66%
2 Financials 9.26%
3 Consumer Staples 7.83%
4 Healthcare 7.64%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$327B
$3.04M 1.17%
8,827
-105
LMT icon
27
Lockheed Martin
LMT
$147B
$2.84M 1.1%
5,866
-248
VIG icon
28
Vanguard Dividend Appreciation ETF
VIG
$99.1B
$2.82M 1.09%
12,842
+401
DLR icon
29
Digital Realty Trust
DLR
$61.8B
$2.79M 1.08%
18,049
-277
DUK icon
30
Duke Energy
DUK
$101B
$2.75M 1.06%
23,481
-343
TJX icon
31
TJX Companies
TJX
$172B
$2.56M 0.99%
16,661
-347
AXP icon
32
American Express
AXP
$203B
$2.52M 0.97%
6,819
+83
XLF icon
33
State Street Financial Select Sector SPDR ETF
XLF
$45.6B
$2.49M 0.96%
45,496
+679
HON icon
34
Honeywell
HON
$146B
$2.44M 0.94%
12,528
-104
META icon
35
Meta Platforms (Facebook)
META
$1.53T
$2.36M 0.91%
3,582
+87
NEE icon
36
NextEra Energy
NEE
$192B
$2.28M 0.88%
28,454
+57
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.04T
$2.24M 0.87%
4,463
-10
ISRG icon
38
Intuitive Surgical
ISRG
$170B
$2.04M 0.79%
3,605
-101
EMR icon
39
Emerson Electric
EMR
$73B
$1.96M 0.76%
14,778
-366
BSX icon
40
Boston Scientific
BSX
$104B
$1.96M 0.76%
20,527
-56
BX icon
41
Blackstone
BX
$88.1B
$1.94M 0.75%
12,566
-62
PG icon
42
Procter & Gamble
PG
$337B
$1.85M 0.72%
12,936
-1,439
VNQ icon
43
Vanguard Real Estate ETF
VNQ
$35.4B
$1.8M 0.69%
20,312
+546
NVDA icon
44
NVIDIA
NVDA
$4.34T
$1.66M 0.64%
8,912
-211
VB icon
45
Vanguard Small-Cap ETF
VB
$70.7B
$1.64M 0.63%
6,357
+313
KO icon
46
Coca-Cola
KO
$325B
$1.56M 0.6%
22,320
-464
AVGO icon
47
Broadcom
AVGO
$1.51T
$1.46M 0.56%
4,221
+40
VCR icon
48
Vanguard Consumer Discretionary ETF
VCR
$5.7B
$1.43M 0.55%
3,628
-3
VBR icon
49
Vanguard Small-Cap Value ETF
VBR
$32.3B
$1.28M 0.5%
6,064
+105
TROW icon
50
T. Rowe Price
TROW
$19B
$1.07M 0.41%
10,454
-156
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