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
-$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$201K
3
+$151K
4
AXP icon
American Express
AXP
+$99.9K
5
WMT icon
Walmart
WMT
+$91.4K

Top Sells

1
+$563K
2
+$524K
3
+$263K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$250K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$240K

Sector Composition

1 Technology 16.36%
2 Consumer Staples 14.87%
3 Healthcare 14.19%
4 Industrials 13.24%
5 Consumer Discretionary 12.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.56%
14,434
+225
27
$1.65M 1.44%
14,442
-30
28
$1.65M 1.44%
24,650
-300
29
$1.64M 1.43%
17,088
-65
30
$1.59M 1.39%
13,479
-310
31
$1.47M 1.28%
16,601
-1,390
32
$1.4M 1.22%
6,704
-1,148
33
$1.36M 1.19%
4,670
+195
34
$1.31M 1.14%
25,419
-764
35
$1.29M 1.12%
23,118
-160
36
$1.25M 1.09%
11,040
-920
37
$1.25M 1.09%
21,452
+240
38
$1.14M 0.99%
20,962
-1,240
39
$1.12M 0.97%
9,437
+845
40
$1.02M 0.89%
11,787
-1,004
41
$941K 0.82%
17,634
-1,395
42
$904K 0.79%
14,800
-4,100
43
$883K 0.77%
21,589
-1,788
44
$859K 0.75%
5,658
-970
45
$829K 0.72%
10,323
-272
46
$822K 0.72%
10,355
-165
47
$743K 0.65%
8,560
-2,300
48
$741K 0.65%
3,775
+100
49
$733K 0.64%
8,375
+237
50
$672K 0.59%
4,886
-4,090
1
2
3 4