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
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$271K
3
+$251K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$250K
5
AEP icon
American Electric Power
AEP
+$237K

Top Sells

1
+$208K
2
+$128K
3
+$118K
4
TFC icon
Truist Financial
TFC
+$84.9K
5
ADP icon
Automatic Data Processing
ADP
+$69.5K

Sector Composition

1 Technology 16.57%
2 Healthcare 15.99%
3 Industrials 14.38%
4 Consumer Staples 12.98%
5 Consumer Discretionary 11.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.48%
24,855
-337
27
$1.67M 1.45%
8,308
+1,243
28
$1.58M 1.37%
17,533
-10
29
$1.57M 1.37%
14,128
+190
30
$1.47M 1.28%
27,398
+745
31
$1.45M 1.26%
14,477
-310
32
$1.36M 1.19%
23,712
-675
33
$1.36M 1.18%
13,054
+1,295
34
$1.3M 1.14%
40,101
+780
35
$1.29M 1.12%
17,356
+495
36
$1.27M 1.11%
23,940
-85
37
$1.21M 1.06%
12,160
-510
38
$1.21M 1.06%
20,620
+1,080
39
$1.2M 1.05%
13,972
-279
40
$1.09M 0.95%
6,769
+195
41
$1.06M 0.93%
3,890
+320
42
$1.06M 0.92%
11,860
+2,580
43
$1.03M 0.9%
21,977
+455
44
$976K 0.85%
20,976
-1,825
45
$941K 0.82%
4,952
+265
46
$791K 0.69%
16,372
+1,300
47
$769K 0.67%
10,245
-70
48
$742K 0.65%
9,352
+31
49
$637K 0.55%
3,500
-105
50
$626K 0.54%
38,100
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