HCM

Hall Capital Management Portfolio holdings

AUM $254M
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.5M
3
+$1.1M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$777K
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$216K

Top Sells

1
+$1.6M
2
+$328K
3
+$162K
4
MRK icon
Merck
MRK
+$121K
5
MSFT icon
Microsoft
MSFT
+$119K

Sector Composition

1 Technology 17.08%
2 Financials 9.25%
3 Consumer Staples 9.09%
4 Healthcare 7.54%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLR icon
26
Digital Realty Trust
DLR
$52.5B
$3.17M 1.25%
18,326
+17
LMT icon
27
Lockheed Martin
LMT
$110B
$3.05M 1.2%
6,114
-41
HYG icon
28
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.6B
$3M 1.18%
36,896
+2,075
DUK icon
29
Duke Energy
DUK
$90.8B
$2.95M 1.16%
23,824
+153
VIG icon
30
Vanguard Dividend Appreciation ETF
VIG
$101B
$2.68M 1.06%
12,441
-31
HON icon
31
Honeywell
HON
$125B
$2.66M 1.05%
12,632
+4
KMB icon
32
Kimberly-Clark
KMB
$34B
$2.58M 1.02%
20,723
+139
META icon
33
Meta Platforms (Facebook)
META
$1.66T
$2.57M 1.01%
3,495
-22
TJX icon
34
TJX Companies
TJX
$172B
$2.46M 0.97%
17,008
-238
XLF icon
35
State Street Financial Select Sector SPDR ETF
XLF
$53.5B
$2.41M 0.95%
44,817
+74
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.08T
$2.25M 0.89%
4,473
+16
AXP icon
37
American Express
AXP
$262B
$2.24M 0.88%
6,736
+24
PG icon
38
Procter & Gamble
PG
$339B
$2.21M 0.87%
14,375
-122
BX icon
39
Blackstone
BX
$116B
$2.16M 0.85%
12,628
+575
NEE icon
40
NextEra Energy
NEE
$169B
$2.14M 0.85%
28,397
+197
BSX icon
41
Boston Scientific
BSX
$138B
$2.01M 0.79%
20,583
+15,415
EMR icon
42
Emerson Electric
EMR
$77.2B
$1.99M 0.78%
15,144
-344
VNQ icon
43
Vanguard Real Estate ETF
VNQ
$33.5B
$1.81M 0.71%
19,766
-611
NVDA icon
44
NVIDIA
NVDA
$4.32T
$1.7M 0.67%
9,123
+63
ISRG icon
45
Intuitive Surgical
ISRG
$197B
$1.66M 0.65%
3,706
-82
VB icon
46
Vanguard Small-Cap ETF
VB
$69.2B
$1.54M 0.61%
6,044
-131
KO icon
47
Coca-Cola
KO
$303B
$1.51M 0.6%
22,784
-138
VCR icon
48
Vanguard Consumer Discretionary ETF
VCR
$6.45B
$1.44M 0.57%
3,631
+15
AVGO icon
49
Broadcom
AVGO
$1.61T
$1.38M 0.54%
4,181
VBR icon
50
Vanguard Small-Cap Value ETF
VBR
$32.3B
$1.24M 0.49%
5,959
-30
1
2
3 4