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
$152M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.96M
3
+$884K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$867K
5
MTB icon
M&T Bank
MTB
+$587K

Top Sells

1
+$2.17M
2
+$763K
3
+$593K
4
PBCT
People's United Financial Inc
PBCT
+$532K
5
SBUX icon
Starbucks
SBUX
+$423K

Sector Composition

1 Healthcare 15.59%
2 Technology 15.55%
3 Consumer Staples 14.81%
4 Industrials 10.46%
5 Consumer Discretionary 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 1.67%
32,857
+783
27
$2.52M 1.66%
23,160
+1,720
28
$2.29M 1.51%
15,931
+630
29
$2.19M 1.44%
19,234
-25
30
$2.19M 1.44%
20,590
+1,250
31
$2.04M 1.35%
22,442
+1,840
32
$1.81M 1.19%
22,721
-420
33
$1.67M 1.1%
8,501
-539
34
$1.64M 1.08%
6,003
-40
35
$1.57M 1.03%
10,945
+426
36
$1.54M 1.02%
19,349
+1,915
37
$1.54M 1.01%
16,339
-363
38
$1.43M 0.94%
22,725
+650
39
$1.18M 0.78%
10,389
-1,027
40
$1.13M 0.74%
7,970
-743
41
$974K 0.64%
17,432
-2,037
42
$899K 0.59%
27,355
+20
43
$889K 0.59%
2,428
-256
44
$879K 0.58%
8,632
+300
45
$867K 0.57%
+12,124
46
$856K 0.56%
13,793
47
$791K 0.52%
12,512
+1,931
48
$673K 0.44%
18,850
+1,792
49
$619K 0.41%
5,472
-435
50
$587K 0.39%
+3,685
1
2
3 4 5