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
$119M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$640K
3
+$579K
4
V icon
Visa
V
+$480K
5
RTX icon
RTX Corp
RTX
+$478K

Top Sells

1
+$604K
2
+$421K
3
+$91K
4
CLX icon
Clorox
CLX
+$46.1K
5
DNKN
Dunkin' Brands Group, Inc.
DNKN
+$40.4K

Sector Composition

1 Technology 20.45%
2 Consumer Staples 18.58%
3 Healthcare 16.74%
4 Industrials 11.55%
5 Consumer Discretionary 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.46%
22,538
+12,985
27
$1.7M 1.43%
20,890
-50
28
$1.54M 1.3%
24,905
+200
29
$1.53M 1.29%
25,553
+80
30
$1.51M 1.27%
25,208
+1,732
31
$1.48M 1.24%
11,945
+555
32
$1.26M 1.06%
15,785
-95
33
$1.23M 1.04%
17,360
+2,080
34
$1.22M 1.02%
6,804
+100
35
$1.18M 0.99%
5,373
-210
36
$1.12M 0.94%
15,264
+1,205
37
$1.1M 0.93%
21,821
+100
38
$1.07M 0.9%
5,523
+2,485
39
$1.02M 0.86%
11,647
+295
40
$1.02M 0.85%
10,673
+205
41
$927K 0.78%
20,747
-175
42
$871K 0.73%
11,804
+554
43
$813K 0.68%
9,443
+618
44
$768K 0.65%
15,028
+2,875
45
$729K 0.61%
6,078
+2,220
46
$686K 0.58%
9,049
-388
47
$648K 0.55%
1,489
+398
48
$582K 0.49%
6,699
-175
49
$573K 0.48%
4,395
50
$560K 0.47%
14,270
-2,319
1
2
3 4