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
$114M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$699K
2
+$411K
3
+$398K
4
CVX icon
Chevron
CVX
+$365K
5
DD icon
DuPont de Nemours
DD
+$243K

Top Sells

1
+$563K
2
+$511K
3
+$329K
4
WELL icon
Welltower
WELL
+$317K
5
GIS icon
General Mills
GIS
+$297K

Sector Composition

1 Healthcare 16.26%
2 Industrials 15.38%
3 Consumer Staples 14.32%
4 Technology 13.63%
5 Consumer Discretionary 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.54%
16,416
-1,159
27
$1.72M 1.5%
20,388
-520
28
$1.65M 1.44%
28,819
-125
29
$1.64M 1.43%
29,869
+1,026
30
$1.47M 1.29%
7,920
-25
31
$1.47M 1.29%
15,354
-500
32
$1.42M 1.24%
7,175
-100
33
$1.21M 1.06%
11,572
+280
34
$1.21M 1.06%
13,137
-300
35
$1.16M 1.02%
7,815
+90
36
$1.11M 0.97%
14,737
+285
37
$1.1M 0.96%
23,878
+3,340
38
$1.08M 0.95%
16,061
-8,359
39
$1.05M 0.91%
12,820
+625
40
$1.01M 0.89%
30,843
+21,243
41
$1.01M 0.88%
21,997
-200
42
$989K 0.87%
17,226
-425
43
$970K 0.85%
8,515
+3,610
44
$946K 0.83%
19,032
-4,335
45
$849K 0.74%
11,711
-7,050
46
$814K 0.71%
21,290
-400
47
$742K 0.65%
12,109
-500
48
$721K 0.63%
3,840
+60
49
$695K 0.61%
3,660
50
$694K 0.61%
3,991
+50
1
2
3 4