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
$109M
AUM Growth
+$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$224K
3
+$207K
4
AXP icon
American Express
AXP
+$205K
5
RTN
Raytheon Company
RTN
+$146K

Top Sells

1
+$282K
2
+$263K
3
+$184K
4
GIS icon
General Mills
GIS
+$173K
5
DIS icon
Walt Disney
DIS
+$159K

Sector Composition

1 Healthcare 17.49%
2 Industrials 15.11%
3 Consumer Staples 14.25%
4 Technology 13.21%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.53%
26,462
-100
27
$1.55M 1.43%
28,843
+115
28
$1.54M 1.42%
28,944
+80
29
$1.53M 1.41%
18,761
-3,230
30
$1.42M 1.31%
12,063
+255
31
$1.33M 1.23%
7,275
-175
32
$1.3M 1.2%
7,945
-120
33
$1.27M 1.17%
7,784
+3,295
34
$1.25M 1.15%
15,854
-73
35
$1.22M 1.13%
13,437
+100
36
$1.11M 1.02%
14,452
+1,166
37
$1.1M 1.01%
23,367
-1,730
38
$1.02M 0.94%
11,292
+350
39
$1.02M 0.94%
7,725
+662
40
$999K 0.92%
22,197
-425
41
$948K 0.87%
17,651
+75
42
$898K 0.83%
12,195
+110
43
$804K 0.74%
12,609
-2,310
44
$800K 0.74%
21,690
-1,240
45
$782K 0.72%
20,538
46
$759K 0.7%
12,418
+42
47
$735K 0.68%
3,941
+85
48
$705K 0.65%
3,780
+785
49
$692K 0.64%
3,660
-173
50
$633K 0.58%
10,715
-100
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