HCM

Hall Capital Management Portfolio holdings

AUM $237M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.1M
AUM Growth
-$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$502K
3
+$462K
4
CLX icon
Clorox
CLX
+$384K
5
MSFT icon
Microsoft
MSFT
+$302K

Top Sells

1
+$805K
2
+$502K
3
+$465K
4
URI icon
United Rentals
URI
+$345K
5
CVX icon
Chevron
CVX
+$296K

Sector Composition

1 Healthcare 21.85%
2 Consumer Staples 18.81%
3 Technology 13.25%
4 Industrials 11.17%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.64%
31,170
-3,755
27
$1.36M 1.62%
19,775
+655
28
$1.32M 1.57%
23,225
-1,532
29
$1.19M 1.42%
10,052
+95
30
$1.19M 1.41%
14,281
-670
31
$1.18M 1.41%
13,385
-250
32
$1.15M 1.37%
8,820
-70
33
$1.09M 1.3%
13,815
-3,761
34
$1.03M 1.22%
8,915
+3,325
35
$1.02M 1.22%
8,488
+550
36
$1.02M 1.21%
14,146
-6,462
37
$952K 1.13%
10,551
+1,589
38
$930K 1.11%
22,218
-400
39
$918K 1.09%
22,906
+220
40
$868K 1.03%
15,102
+862
41
$811K 0.96%
11,675
+335
42
$767K 0.91%
25,448
-26,713
43
$757K 0.9%
12,367
+17
44
$685K 0.81%
19,210
+1,530
45
$660K 0.79%
11,760
-175
46
$623K 0.74%
9,825
-390
47
$593K 0.71%
5,137
-4
48
$579K 0.69%
12,627
-412
49
$514K 0.61%
12,790
+1,405
50
$501K 0.6%
3,600
+35
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2
3 4