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
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$6.2M
3
+$4.88M
4
MCD icon
McDonald's
MCD
+$4.49M
5
PEP icon
PepsiCo
PEP
+$4.35M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.95%
2 Consumer Staples 14.61%
3 Healthcare 13.78%
4 Industrials 11.96%
5 Consumer Discretionary 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.48%
+18,740
27
$2.24M 1.45%
+4,449
28
$2.21M 1.43%
+16,370
29
$2.21M 1.42%
+56,344
30
$2.13M 1.37%
+20,874
31
$1.95M 1.26%
+26,600
32
$1.95M 1.26%
+17,430
33
$1.9M 1.22%
+8,111
34
$1.75M 1.13%
+6,284
35
$1.54M 1%
+9,960
36
$1.49M 0.96%
+15,045
37
$1.46M 0.94%
+6,041
38
$1.45M 0.94%
+19,730
39
$1.41M 0.91%
+20,939
40
$1.39M 0.9%
+64,090
41
$1.2M 0.77%
+8,211
42
$1.06M 0.68%
+19,523
43
$1.02M 0.66%
+1,750
44
$973K 0.63%
+15,578
45
$942K 0.61%
+23,960
46
$889K 0.57%
+3,051
47
$876K 0.57%
+9,603
48
$854K 0.55%
+4,748
49
$786K 0.51%
+10,101
50
$744K 0.48%
+6,467
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