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
$171M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.56M
3
+$773K
4
HR icon
Healthcare Realty
HR
+$337K
5
NEE icon
NextEra Energy
NEE
+$330K

Top Sells

1
+$3.28M
2
+$1.08M
3
+$238K
4
CARR icon
Carrier Global
CARR
+$228K
5
YUMC icon
Yum China
YUMC
+$217K

Sector Composition

1 Technology 17.24%
2 Healthcare 14.57%
3 Consumer Staples 13.65%
4 Industrials 10.96%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.54%
19,259
-151
27
$2.62M 1.53%
21,233
+350
28
$2.56M 1.5%
+51,907
29
$2.34M 1.37%
15,301
-25
30
$2.29M 1.34%
16,702
+143
31
$2.27M 1.33%
23,141
-325
32
$2.23M 1.31%
20,602
-379
33
$2.13M 1.25%
6,043
+269
34
$2M 1.17%
9,040
+156
35
$1.99M 1.17%
17,834
+2,839
36
$1.85M 1.08%
8,713
+490
37
$1.73M 1.01%
11,416
+298
38
$1.71M 1%
10,519
+626
39
$1.48M 0.87%
17,434
-100
40
$1.37M 0.8%
22,075
+4,825
41
$1.22M 0.72%
2,684
+121
42
$1.18M 0.69%
19,469
-235
43
$1.14M 0.67%
12,566
-617
44
$1.12M 0.66%
8,332
+244
45
$996K 0.58%
27,335
46
$892K 0.52%
10,581
+587
47
$891K 0.52%
2,481
+36
48
$866K 0.51%
13,793
-10
49
$808K 0.47%
7,285
+90
50
$785K 0.46%
5,907
-39
1
2
3 4 5