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
$115M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$215K
3
+$127K
4
TFC icon
Truist Financial
TFC
+$109K
5
CVX icon
Chevron
CVX
+$88.4K

Top Sells

1
+$127K
2
+$118K
3
+$77.7K
4
KMB icon
Kimberly-Clark
KMB
+$67.1K
5
DIS icon
Walt Disney
DIS
+$66.3K

Sector Composition

1 Healthcare 16.65%
2 Technology 15.86%
3 Industrials 15.1%
4 Consumer Staples 12.36%
5 Consumer Discretionary 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.44%
14,612
-590
27
$1.61M 1.4%
14,494
+30
28
$1.55M 1.35%
22,084
+200
29
$1.51M 1.31%
7,040
30
$1.49M 1.29%
31,907
+5
31
$1.47M 1.27%
24,317
-925
32
$1.37M 1.19%
17,143
+110
33
$1.29M 1.12%
23,080
+30
34
$1.29M 1.12%
21,182
+235
35
$1.16M 1%
12,735
-50
36
$1.12M 0.97%
23,668
-675
37
$1.12M 0.97%
18,500
+3,900
38
$1.11M 0.96%
22,882
+2,235
39
$1.09M 0.95%
14,168
-111
40
$1.06M 0.92%
7,049
-5
41
$1.02M 0.88%
32,583
+150
42
$983K 0.85%
11,811
-431
43
$967K 0.84%
20,942
-365
44
$923K 0.8%
3,780
+220
45
$908K 0.79%
15,976
-350
46
$885K 0.77%
4,267
+179
47
$869K 0.75%
8,680
-100
48
$799K 0.69%
3,865
-10
49
$773K 0.67%
9,816
-1,500
50
$639K 0.55%
9,441
-147
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2
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