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
$106M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$223K
3
+$207K
4
CFG icon
Citizens Financial Group
CFG
+$194K
5
TROW icon
T. Rowe Price
TROW
+$183K

Top Sells

1
+$295K
2
+$239K
3
+$222K
4
BMY icon
Bristol-Myers Squibb
BMY
+$191K
5
MO icon
Altria Group
MO
+$134K

Sector Composition

1 Healthcare 15.93%
2 Technology 15.39%
3 Industrials 14.76%
4 Consumer Staples 12.8%
5 Consumer Discretionary 12.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.5%
15,180
-751
27
$1.57M 1.48%
31,902
+1,407
28
$1.55M 1.46%
14,464
-175
29
$1.49M 1.41%
21,884
-1,000
30
$1.43M 1.35%
25,242
-2,363
31
$1.4M 1.32%
20,947
+3,381
32
$1.35M 1.27%
17,033
-1,080
33
$1.31M 1.24%
7,040
+10
34
$1.21M 1.14%
24,343
-255
35
$1.1M 1.03%
23,050
+1,360
36
$1.04M 0.98%
20,647
+770
37
$1M 0.94%
12,785
+40
38
$967K 0.91%
14,279
-56
39
$956K 0.9%
12,242
-458
40
$954K 0.9%
7,054
-465
41
$935K 0.88%
21,307
+210
42
$926K 0.87%
32,433
+1,680
43
$824K 0.78%
14,600
+1,460
44
$798K 0.75%
16,326
-175
45
$755K 0.71%
4,088
+40
46
$749K 0.71%
3,875
+20
47
$746K 0.7%
8,780
+1,400
48
$737K 0.69%
3,560
49
$728K 0.69%
11,316
-320
50
$612K 0.58%
20,000
1
2
3 4