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
$123M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$309K
2
+$218K
3
+$211K
4
AMZN icon
Amazon
AMZN
+$157K
5
HON icon
Honeywell
HON
+$117K

Top Sells

1
+$216K
2
+$132K
3
+$84.4K
4
BA icon
Boeing
BA
+$79.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$69.7K

Sector Composition

1 Technology 17.4%
2 Healthcare 14.6%
3 Consumer Staples 14.07%
4 Industrials 13.38%
5 Consumer Discretionary 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.53%
22,673
-400
27
$1.88M 1.53%
24,630
-20
28
$1.77M 1.44%
14,550
+108
29
$1.57M 1.28%
4,840
+170
30
$1.54M 1.26%
17,559
+958
31
$1.53M 1.25%
16,818
-270
32
$1.53M 1.25%
6,749
+45
33
$1.52M 1.24%
25,344
-75
34
$1.42M 1.16%
13,029
-450
35
$1.36M 1.11%
22,528
+1,076
36
$1.35M 1.1%
22,063
-1,055
37
$1.18M 0.96%
9,470
+33
38
$1.18M 0.96%
21,222
+260
39
$1.11M 0.9%
11,712
-75
40
$1.11M 0.9%
10,975
-65
41
$1.09M 0.89%
16,340
+1,540
42
$956K 0.78%
17,020
-614
43
$948K 0.77%
10,260
+1,700
44
$945K 0.77%
18,944
-2,645
45
$930K 0.76%
10,711
+388
46
$864K 0.7%
5,628
-30
47
$836K 0.68%
3,805
+30
48
$775K 0.63%
10,265
-90
49
$721K 0.59%
4,886
50
$710K 0.58%
8,490
+115
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