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
$117M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$365K
2
+$248K
3
+$209K
4
WMT icon
Walmart
WMT
+$190K
5
TMO icon
Thermo Fisher Scientific
TMO
+$172K

Top Sells

1
+$756K
2
+$648K
3
+$480K
4
WBA
Walgreens Boots Alliance
WBA
+$337K
5
NFLX icon
Netflix
NFLX
+$251K

Sector Composition

1 Technology 16.55%
2 Healthcare 14.81%
3 Consumer Staples 13.68%
4 Industrials 13.58%
5 Consumer Discretionary 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.43%
7,852
-456
27
$1.67M 1.42%
45,261
+5,160
28
$1.67M 1.42%
24,950
+95
29
$1.59M 1.36%
14,472
-5
30
$1.56M 1.33%
14,209
+1,155
31
$1.51M 1.29%
17,153
-380
32
$1.51M 1.29%
17,991
+635
33
$1.32M 1.13%
11,960
-200
34
$1.31M 1.12%
4,475
+585
35
$1.3M 1.11%
8,976
-5,217
36
$1.25M 1.07%
26,183
-1,215
37
$1.23M 1.05%
23,278
-662
38
$1.17M 1%
12,791
-1,181
39
$1.13M 0.97%
22,202
+225
40
$1.11M 0.94%
23,377
-335
41
$1.09M 0.93%
21,212
+4,840
42
$1.06M 0.91%
8,592
+2,955
43
$1.03M 0.88%
10,860
-1,000
44
$1.02M 0.87%
18,900
-1,720
45
$1.01M 0.87%
6,628
-141
46
$935K 0.8%
19,029
-1,947
47
$848K 0.72%
10,595
+1,243
48
$838K 0.72%
10,520
+275
49
$667K 0.57%
8,138
+725
50
$657K 0.56%
12,195
+250
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