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
$177M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.02M
3
+$720K
4
SMH icon
VanEck Semiconductor ETF
SMH
+$592K
5
PYPL icon
PayPal
PYPL
+$484K

Top Sells

1
+$1.01M
2
+$755K
3
+$714K
4
WM icon
Waste Management
WM
+$525K
5
SBUX icon
Starbucks
SBUX
+$520K

Sector Composition

1 Technology 18%
2 Healthcare 14.31%
3 Consumer Staples 13.34%
4 Consumer Discretionary 10.74%
5 Industrials 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.49%
28,180
+1,160
27
$2.56M 1.45%
16,559
+996
28
$2.51M 1.42%
15,326
-1,035
29
$2.43M 1.38%
20,981
-1,791
30
$2.2M 1.25%
6,197
-576
31
$2.19M 1.24%
11,118
-1,345
32
$2.18M 1.23%
23,466
-2,125
33
$1.93M 1.09%
8,884
+609
34
$1.9M 1.08%
8,223
+1,737
35
$1.73M 0.98%
5,774
-475
36
$1.7M 0.96%
9,893
-194
37
$1.57M 0.89%
14,995
-300
38
$1.54M 0.87%
13,183
-4,443
39
$1.5M 0.85%
19,704
-1,205
40
$1.45M 0.82%
2,563
+825
41
$1.38M 0.78%
17,534
-2,251
42
$1.25M 0.71%
8,088
+3,836
43
$1.08M 0.61%
5,747
+2,565
44
$1.08M 0.61%
27,335
+1,075
45
$1.02M 0.58%
17,250
-2,160
46
$943K 0.53%
10,687
+4,514
47
$915K 0.52%
13,803
-1,660
48
$896K 0.51%
5,946
-2,290
49
$861K 0.49%
2,445
-15
50
$840K 0.48%
9,994
+2,856
1
2
3 4