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
$104M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$356K
2
+$243K
3
+$207K
4
TROW icon
T. Rowe Price
TROW
+$194K
5
HD icon
Home Depot
HD
+$191K

Top Sells

1
+$1.3M
2
+$970K
3
+$482K
4
O icon
Realty Income
O
+$391K
5
ABBV icon
AbbVie
ABBV
+$294K

Sector Composition

1 Healthcare 16.6%
2 Industrials 15.53%
3 Technology 14.46%
4 Consumer Staples 13.76%
5 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1.48%
22,884
-637
27
$1.54M 1.48%
30,495
+626
28
$1.44M 1.38%
13,367
+1,795
29
$1.42M 1.36%
7,525
-395
30
$1.4M 1.35%
18,113
-2,275
31
$1.4M 1.34%
7,030
-145
32
$1.28M 1.23%
24,598
+720
33
$1.25M 1.2%
14,639
-715
34
$1.14M 1.09%
17,566
+1,505
35
$1.08M 1.04%
12,745
-75
36
$1.04M 1%
14,335
-402
37
$1.03M 0.99%
19,877
+845
38
$1.01M 0.97%
12,700
-437
39
$1M 0.96%
7,519
-296
40
$955K 0.92%
16,501
-725
41
$916K 0.88%
21,097
-900
42
$912K 0.87%
30,753
-90
43
$885K 0.85%
21,690
+400
44
$832K 0.8%
3,855
+15
45
$766K 0.73%
12,109
46
$735K 0.71%
3,560
-100
47
$724K 0.69%
11,636
-75
48
$690K 0.66%
4,048
+57
49
$681K 0.65%
13,140
+620
50
$593K 0.57%
10,515
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