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
$157M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$193K
3
+$106K
4
TGT icon
Target
TGT
+$102K
5
BAC icon
Bank of America
BAC
+$92.3K

Top Sells

1
+$420K
2
+$233K
3
+$207K
4
T icon
AT&T
T
+$178K
5
VZ icon
Verizon
VZ
+$119K

Sector Composition

1 Technology 18.29%
2 Consumer Staples 14.1%
3 Healthcare 13.84%
4 Industrials 11.42%
5 Consumer Discretionary 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.54%
25,591
+385
27
$2.34M 1.49%
6,773
-52
28
$2.32M 1.48%
22,772
+1,898
29
$2.31M 1.47%
14,060
+400
30
$2.29M 1.46%
16,361
-9
31
$2.12M 1.35%
27,020
+420
32
$1.94M 1.24%
17,626
+196
33
$1.84M 1.18%
8,275
+164
34
$1.71M 1.09%
6,249
-35
35
$1.55M 0.99%
10,087
+127
36
$1.49M 0.95%
15,295
+250
37
$1.48M 0.95%
6,486
+445
38
$1.45M 0.92%
19,785
+55
39
$1.38M 0.88%
20,909
-30
40
$1.25M 0.8%
8,236
+25
41
$1.13M 0.72%
55,376
-8,714
42
$1.02M 0.65%
26,260
+2,300
43
$1.02M 0.65%
19,410
-113
44
$1M 0.64%
1,738
-12
45
$900K 0.57%
15,463
-115
46
$828K 0.53%
3,182
+131
47
$811K 0.52%
9,921
+318
48
$806K 0.51%
6,592
+125
49
$777K 0.5%
18,297
+2,174
50
$753K 0.48%
10,023
-78
1
2
3 4