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
$166M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$596K
3
+$446K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$397K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$396K

Top Sells

1
+$314K
2
+$236K
3
+$214K
4
HD icon
Home Depot
HD
+$202K
5
HON icon
Honeywell
HON
+$149K

Sector Composition

1 Healthcare 15.41%
2 Consumer Staples 14.46%
3 Technology 13.74%
4 Industrials 10.33%
5 Financials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.64%
32,654
+1,665
27
$2.53M 1.52%
4,596
-18
28
$2.51M 1.51%
28,712
+8,254
29
$2.42M 1.46%
15,976
-95
30
$2.12M 1.27%
18,318
-461
31
$2.08M 1.25%
21,668
-771
32
$2.08M 1.25%
25,201
+1,866
33
$1.86M 1.12%
6,018
+15
34
$1.8M 1.08%
3,388
+1,124
35
$1.75M 1.05%
8,407
+117
36
$1.74M 1.05%
11,457
+204
37
$1.67M 1.01%
26,312
-530
38
$1.66M 1%
19,785
+2,427
39
$1.29M 0.78%
15,522
+448
40
$1.29M 0.78%
32,820
+5,137
41
$1.28M 0.77%
8,562
-158
42
$1.11M 0.66%
10,143
-40
43
$1.1M 0.66%
13,799
-1,685
44
$1.09M 0.65%
10,718
+1,466
45
$1.08M 0.65%
17,640
+197
46
$900K 0.54%
2,673
+193
47
$829K 0.5%
12,443
48
$799K 0.48%
26,170
-975
49
$634K 0.38%
6,803
+774
50
$627K 0.38%
3,414
+165
1
2
3 4