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
$138M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$569K
2
+$524K
3
+$463K
4
EV
Eaton Vance Corp.
EV
+$330K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$305K

Top Sells

1
+$758K
2
+$570K
3
+$546K
4
AXP icon
American Express
AXP
+$518K
5
INTC icon
Intel
INTC
+$427K

Sector Composition

1 Technology 19.12%
2 Consumer Staples 17.85%
3 Healthcare 15.76%
4 Consumer Discretionary 12.28%
5 Industrials 12.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.49%
26,673
+857
27
$2.02M 1.46%
54,858
-2,678
28
$2.01M 1.45%
24,980
+80
29
$1.73M 1.25%
19,740
+1,260
30
$1.7M 1.23%
7,763
+1,172
31
$1.66M 1.2%
76,472
-9,771
32
$1.55M 1.12%
20,615
-225
33
$1.53M 1.11%
6,604
-100
34
$1.47M 1.06%
21,506
-250
35
$1.39M 1%
15,142
-130
36
$1.17M 0.84%
12,353
+149
37
$1.11M 0.8%
20,203
-125
38
$1.1M 0.8%
6,258
+55
39
$1.02M 0.74%
5,048
-192
40
$1.01M 0.73%
8,451
-238
41
$915K 0.66%
15,653
+525
42
$876K 0.63%
11,225
-267
43
$847K 0.61%
1,693
+197
44
$812K 0.59%
16,303
-8,575
45
$751K 0.54%
9,363
-140
46
$730K 0.53%
6,727
+30
47
$719K 0.52%
3,068
+435
48
$674K 0.49%
5,750
+167
49
$649K 0.47%
2,760
+150
50
$642K 0.46%
4,395
1
2
3 4