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
$126M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$373K
2
+$252K
3
+$227K
4
V icon
Visa
V
+$214K
5
TMO icon
Thermo Fisher Scientific
TMO
+$146K

Top Sells

1
+$1.21M
2
+$428K
3
+$405K
4
XOM icon
Exxon Mobil
XOM
+$339K
5
AXP icon
American Express
AXP
+$274K

Sector Composition

1 Technology 19.62%
2 Consumer Staples 18.7%
3 Healthcare 15.72%
4 Consumer Discretionary 12.53%
5 Industrials 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.42%
25,816
+608
27
$1.65M 1.3%
20,840
-50
28
$1.63M 1.29%
24,900
-5
29
$1.61M 1.28%
12,570
+625
30
$1.43M 1.13%
6,704
-100
31
$1.35M 1.07%
18,480
+1,120
32
$1.35M 1.07%
15,272
-513
33
$1.32M 1.04%
6,591
+1,068
34
$1.3M 1.03%
15,182
-82
35
$1.28M 1.02%
24,878
-675
36
$1.21M 0.96%
21,756
-65
37
$1.1M 0.87%
5,240
-133
38
$1.06M 0.84%
12,204
+557
39
$1M 0.8%
20,328
-419
40
$976K 0.77%
6,203
+125
41
$910K 0.72%
11,492
-312
42
$875K 0.69%
8,689
-360
43
$869K 0.69%
15,128
+100
44
$796K 0.63%
7,943
-2,730
45
$763K 0.6%
9,503
+60
46
$734K 0.58%
1,496
+7
47
$611K 0.48%
6,697
-2
48
$588K 0.47%
4,395
49
$580K 0.46%
5,583
+725
50
$570K 0.45%
9,435
-155
1
2
3 4